Waypoint Wealth Partners Inc. Has $91.14 Million Holdings in Avantis U.S. Equity ETF (NYSEARCA:AVUS)

Waypoint Wealth Partners Inc. lifted its holdings in shares of Avantis U.S. Equity ETF (NYSEARCA:AVUS) by 7.4% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 1,010,545 shares of the company’s stock after buying an additional 69,623 shares during the period. Avantis U.S. Equity ETF comprises 26.6% of Waypoint Wealth Partners Inc.’s holdings, making the stock its largest position. Waypoint Wealth Partners Inc. owned approximately 1.40% of Avantis U.S. Equity ETF worth $91,141,000 as of its most recent SEC filing.

A number of other large investors also recently modified their holdings of AVUS. Global Trust Asset Management LLC boosted its stake in shares of Avantis U.S. Equity ETF by 833.3% during the 2nd quarter. Global Trust Asset Management LLC now owns 280 shares of the company’s stock worth $25,000 after buying an additional 250 shares during the last quarter. Able Wealth Management LLC bought a new stake in shares of Avantis U.S. Equity ETF in the 4th quarter valued at about $44,000. Spire Wealth Management bought a new stake in shares of Avantis U.S. Equity ETF in the 4th quarter valued at about $75,000. Principal Securities Inc. bought a new stake in shares of Avantis U.S. Equity ETF in the 4th quarter valued at about $95,000. Finally, Clarity Asset Management Inc. bought a new stake in shares of Avantis U.S. Equity ETF in the 4th quarter valued at about $134,000.

Avantis U.S. Equity ETF Stock Up 1.5 %

Shares of AVUS stock traded up $1.40 on Friday, reaching $93.50. The stock had a trading volume of 251,487 shares, compared to its average volume of 255,004. The firm’s 50-day moving average is $90.94 and its two-hundred day moving average is $88.59. The firm has a market capitalization of $6.74 billion, a price-to-earnings ratio of 17.22 and a beta of 1.00. Avantis U.S. Equity ETF has a 12 month low of $69.57 and a 12 month high of $94.50.

Avantis U.S. Equity ETF Company Profile

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.