Retirement Financial Solutions LLC Invests $16.08 Million in Avantis U.S. Small Cap Equity ETF $AVSC

Retirement Financial Solutions LLC bought a new position in shares of Avantis U.S. Small Cap Equity ETF (NYSEARCA:AVSC) in the 3rd quarter, Holdings Channel.com reports. The firm bought 280,924 shares of the company’s stock, valued at approximately $16,083,000. Avantis U.S. Small Cap Equity ETF accounts for approximately 9.8% of Retirement Financial Solutions LLC’s portfolio, making the stock its 3rd largest holding.

A number of other large investors also recently added to or reduced their stakes in AVSC. Northwest Wealth Management LLC grew its stake in Avantis U.S. Small Cap Equity ETF by 9.8% during the third quarter. Northwest Wealth Management LLC now owns 116,123 shares of the company’s stock valued at $6,648,000 after acquiring an additional 10,370 shares in the last quarter. Atlas Wealth LLC grew its position in shares of Avantis U.S. Small Cap Equity ETF by 28.4% during the second quarter. Atlas Wealth LLC now owns 21,430 shares of the company’s stock valued at $1,130,000 after purchasing an additional 4,734 shares in the last quarter. Focus Partners Advisor Solutions LLC increased its holdings in shares of Avantis U.S. Small Cap Equity ETF by 22.2% in the second quarter. Focus Partners Advisor Solutions LLC now owns 123,199 shares of the company’s stock worth $6,353,000 after purchasing an additional 22,347 shares during the last quarter. Creative Planning lifted its position in shares of Avantis U.S. Small Cap Equity ETF by 271.3% in the second quarter. Creative Planning now owns 617,070 shares of the company’s stock worth $31,822,000 after buying an additional 450,876 shares in the last quarter. Finally, Clune & Associates LTD. boosted its stake in Avantis U.S. Small Cap Equity ETF by 32.0% during the second quarter. Clune & Associates LTD. now owns 14,538 shares of the company’s stock valued at $750,000 after buying an additional 3,527 shares during the last quarter.

Avantis U.S. Small Cap Equity ETF Price Performance

NYSEARCA AVSC opened at $58.97 on Monday. The stock has a market capitalization of $2.09 billion, a PE ratio of 14.03 and a beta of 1.10. The business has a 50 day simple moving average of $58.22 and a two-hundred day simple moving average of $56.29. Avantis U.S. Small Cap Equity ETF has a 1-year low of $41.58 and a 1-year high of $61.23.

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.