Wheelhouse Advisory Group LLC Raises Holdings in Avantis U.S. Small Cap Equity ETF $AVSC

Wheelhouse Advisory Group LLC grew its position in shares of Avantis U.S. Small Cap Equity ETF (NYSEARCA:AVSC) by 9.5% in the second quarter, HoldingsChannel reports. The firm owned 139,517 shares of the company’s stock after buying an additional 12,096 shares during the quarter. Avantis U.S. Small Cap Equity ETF accounts for approximately 3.6% of Wheelhouse Advisory Group LLC’s investment portfolio, making the stock its 11th largest holding. Wheelhouse Advisory Group LLC’s holdings in Avantis U.S. Small Cap Equity ETF were worth $7,195,000 at the end of the most recent quarter.

A number of other institutional investors have also recently made changes to their positions in AVSC. Park Square Financial Group LLC purchased a new position in shares of Avantis U.S. Small Cap Equity ETF during the first quarter valued at about $39,000. SC&H Financial Advisors Inc. purchased a new position in shares of Avantis U.S. Small Cap Equity ETF during the second quarter valued at about $231,000. Stephens Consulting LLC purchased a new position in shares of Avantis U.S. Small Cap Equity ETF during the first quarter valued at about $278,000. Bridgewater Advisors Inc. purchased a new position in shares of Avantis U.S. Small Cap Equity ETF during the first quarter valued at about $370,000. Finally, Benchmark Wealth Management LLC grew its position in shares of Avantis U.S. Small Cap Equity ETF by 37.8% during the second quarter. Benchmark Wealth Management LLC now owns 7,690 shares of the company’s stock valued at $397,000 after purchasing an additional 2,111 shares in the last quarter.

Avantis U.S. Small Cap Equity ETF Stock Down 1.1%

Shares of Avantis U.S. Small Cap Equity ETF stock opened at $57.12 on Wednesday. The firm has a market cap of $1.94 billion, a price-to-earnings ratio of 14.03 and a beta of 0.97. The business has a 50-day moving average price of $56.02 and a 200-day moving average price of $51.74. Avantis U.S. Small Cap Equity ETF has a twelve month low of $41.58 and a twelve month high of $60.28.

Avantis U.S. Small Cap Equity ETF Company Profile

The Avantis U.S. Small Cap Equity ETF (AVSC) is an exchange-traded fund that is based on the Russell 2000 index. The fund is an actively-managed portfolio of US small-cap value companies selected based on fundamental criteria. AVSC was launched on Jan 11, 2022 and is managed by American Century Investments.