Quantum Financial Advisors LLC Has $116.24 Million Holdings in Avantis U.S. Equity ETF $AVUS

Quantum Financial Advisors LLC lifted its holdings in shares of Avantis U.S. Equity ETF (NYSEARCA:AVUS) by 3.4% during the 2nd quarter, according to its most recent disclosure with the SEC. The fund owned 907,573 shares of the company’s stock after purchasing an additional 29,427 shares during the period. Avantis U.S. Equity ETF accounts for about 10.1% of Quantum Financial Advisors LLC’s portfolio, making the stock its 2nd largest position. Quantum Financial Advisors LLC’s holdings in Avantis U.S. Equity ETF were worth $116,242,000 as of its most recent SEC filing.

Other institutional investors have also recently bought and sold shares of the company. Align Financial LLC bought a new position in Avantis U.S. Equity ETF in the 4th quarter valued at $4,024,752,000. Maseco LLP bought a new stake in shares of Avantis U.S. Equity ETF during the first quarter worth approximately $259,864,000. Financial Plan Inc. bought a new stake in shares of Avantis U.S. Equity ETF during the fourth quarter worth approximately $149,298,000. Northwestern Mutual Wealth Management Co. lifted its holdings in Avantis U.S. Equity ETF by 145.2% in 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 buying an additional 1,036,918 shares during the period. Finally, HB Wealth Management LLC lifted its stake in Avantis U.S. Equity ETF by 9.4% in the first quarter. HB Wealth Management LLC now owns 5,744,706 shares of the company’s stock valued at $638,692,000 after buying an additional 495,876 shares during the period.

Avantis U.S. Equity ETF Trading Up 0.4%

Shares of AVUS opened at $131.18 on Friday. The stock has a market cap of $14.40 billion, a P/E ratio of 20.35 and a beta of 0.99. Avantis U.S. Equity ETF has a 1 year low of $103.22 and a 1 year high of $132.19. The stock’s 50-day moving average price is $127.45 and its two-hundred day moving average price is $120.97.

Avantis U.S. Equity ETF 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.