Legacy Financial Group Inc. lifted its holdings in Avantis U.S. Equity ETF (NYSEARCA:AVUS – Free Report) by 3.7% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 363,360 shares of the company’s stock after acquiring an additional 12,901 shares during the quarter. Avantis U.S. Equity ETF accounts for 10.7% of Legacy Financial Group Inc.’s holdings, making the stock its biggest position. Legacy Financial Group Inc. owned approximately 0.37% of Avantis U.S. Equity ETF worth $40,398,000 as of its most recent SEC filing.
Several other institutional investors have also recently made changes to their positions in the business. Align Financial LLC purchased a new stake in Avantis U.S. Equity ETF in the fourth quarter valued at $4,024,752,000. Maseco LLP acquired a new stake in Avantis U.S. Equity ETF during the first quarter worth about $259,864,000. Financial Plan Inc. acquired a new stake in Avantis U.S. Equity ETF during the fourth quarter worth about $149,298,000. Northwestern Mutual Wealth Management Co. raised its position in Avantis U.S. Equity ETF by 145.2% during the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 1,750,845 shares of the company’s stock valued at $195,709,000 after acquiring an additional 1,036,918 shares in the last quarter. Finally, Mercer Global Advisors Inc. ADV raised its position in Avantis U.S. Equity ETF by 181.2% during the third quarter. Mercer Global Advisors Inc. ADV now owns 1,134,255 shares of the company’s stock valued at $123,293,000 after acquiring an additional 730,960 shares in the last quarter.
Avantis U.S. Equity ETF Trading Down 0.3%
Shares of NYSEARCA:AVUS opened at $127.09 on Friday. Avantis U.S. Equity ETF has a 12-month low of $100.71 and a 12-month high of $128.86. The business has a 50 day moving average of $125.42 and a two-hundred day moving average of $118.31. The company has a market capitalization of $13.64 billion, a PE ratio of 20.35 and a beta of 0.99.
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.
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