Trailhead Planners LLC Acquires New Stake in Avantis U.S. Equity ETF $AVUS

Trailhead Planners LLC acquired a new stake in shares of Avantis U.S. Equity ETF (NYSEARCA:AVUS) in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund acquired 15,755 shares of the company’s stock, valued at approximately $1,761,000. Avantis U.S. Equity ETF accounts for 1.7% of Trailhead Planners LLC’s portfolio, making the stock its 19th biggest holding.

Other large investors also recently bought and sold shares of the company. Godfrey Financial Associates Inc. purchased a new position in Avantis U.S. Equity ETF during the 4th quarter valued at $29,000. EverSource Wealth Advisors LLC raised its position in Avantis U.S. Equity ETF by 138.7% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 358 shares of the company’s stock valued at $36,000 after purchasing an additional 208 shares in the last quarter. Assetmark Inc. raised its position in Avantis U.S. Equity ETF by 116.0% during the 3rd quarter. Assetmark Inc. now owns 579 shares of the company’s stock valued at $63,000 after purchasing an additional 311 shares in the last quarter. Qube Research & Technologies Ltd raised its position in Avantis U.S. Equity ETF by 17.6% during the 2nd quarter. Qube Research & Technologies Ltd now owns 964 shares of the company’s stock valued at $97,000 after purchasing an additional 144 shares in the last quarter. Finally, O Shaughnessy Asset Management LLC raised its position in Avantis U.S. Equity ETF by 140.7% during the 4th quarter. O Shaughnessy Asset Management LLC now owns 934 shares of the company’s stock valued at $104,000 after purchasing an additional 546 shares in the last quarter.

Avantis U.S. Equity ETF Stock Up 2.0%

Shares of NYSEARCA AVUS opened at $125.93 on Friday. The business has a fifty day simple moving average of $122.14 and a two-hundred day simple moving average of $116.66. The firm has a market cap of $12.58 billion, a PE ratio of 20.35 and a beta of 0.99. Avantis U.S. Equity ETF has a twelve month low of $97.00 and a twelve month high of $128.62.

About Avantis U.S. Equity ETF

The Avantis U.S. Equity ETF (AVUS) is an exchange-traded fund that is based on the Russell 3000 index. The fund is an actively managed portfolio of US equities of all market capitalizations, with a bias toward smaller, more profitable or value companies. AVUS was launched on Sep 24, 2019 and is managed by American Century Investments.