EverSource Wealth Advisors LLC Sells 9,073 Shares of Avantis U.S. Small Cap Value ETF $AVUV

EverSource Wealth Advisors LLC lowered its stake in shares of Avantis U.S. Small Cap Value ETF (NYSEARCA:AVUV) by 43.6% during the fourth quarter, Holdings Channel.com reports. The firm owned 11,727 shares of the company’s stock after selling 9,073 shares during the quarter. EverSource Wealth Advisors LLC’s holdings in Avantis U.S. Small Cap Value ETF were worth $1,196,000 as of its most recent SEC filing.

A number of other institutional investors also recently added to or reduced their stakes in the stock. Bare Financial Services Inc boosted its position in Avantis U.S. Small Cap Value ETF by 3.0% during the fourth quarter. Bare Financial Services Inc now owns 303,644 shares of the company’s stock valued at $30,966,000 after purchasing an additional 8,811 shares in the last quarter. BlueStem Wealth Partners LLC boosted its position in Avantis U.S. Small Cap Value ETF by 1.1% during the fourth quarter. BlueStem Wealth Partners LLC now owns 51,319 shares of the company’s stock valued at $5,234,000 after purchasing an additional 550 shares in the last quarter. Creative Financial Designs Inc. ADV boosted its position in Avantis U.S. Small Cap Value ETF by 7.6% during the fourth quarter. Creative Financial Designs Inc. ADV now owns 69,622 shares of the company’s stock valued at $7,100,000 after purchasing an additional 4,933 shares in the last quarter. Evensky & Katz LLC boosted its position in Avantis U.S. Small Cap Value ETF by 1.1% during the fourth quarter. Evensky & Katz LLC now owns 1,224,966 shares of the company’s stock valued at $124,922,000 after purchasing an additional 13,251 shares in the last quarter. Finally, First Citizens Asset Management Inc. bought a new stake in Avantis U.S. Small Cap Value ETF during the fourth quarter valued at about $1,535,000.

Avantis U.S. Small Cap Value ETF Price Performance

Shares of AVUV stock opened at $120.03 on Monday. Avantis U.S. Small Cap Value ETF has a 1-year low of $85.79 and a 1-year high of $121.11. The stock’s 50-day moving average is $114.64 and its 200 day moving average is $109.14. The company has a market cap of $26.33 billion, a P/E ratio of 11.26 and a beta of 1.01.

Avantis U.S. Small Cap Value ETF Company Profile

The Avantis U.S. Small Cap Value ETF (AVUV) is an exchange-traded fund that is based on the Russell 2000 Value index. The fund is an actively-managed portfolio of US small-cap value companies selected based on fundamental criteria. AVUV was launched on Sep 24, 2019 and is managed by American Century Investments.