Avantis U.S. Equity ETF $AVUS is Arcadia Wealth Management Inc.’s Largest Position

Arcadia Wealth Management Inc. raised its stake in Avantis U.S. Equity ETF (NYSEARCA:AVUS) by 5.8% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 335,379 shares of the company’s stock after buying an additional 18,374 shares during the period. Avantis U.S. Equity ETF comprises 21.5% of Arcadia Wealth Management Inc.’s holdings, making the stock its biggest holding. Arcadia Wealth Management Inc. owned about 0.35% of Avantis U.S. Equity ETF worth $37,489,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors also recently added to or reduced their stakes in the company. Financial Plan Inc. bought a new stake in shares of Avantis U.S. Equity ETF in the 4th quarter valued at about $149,298,000. Northwestern Mutual Wealth Management Co. raised its holdings in shares of Avantis U.S. Equity ETF by 145.2% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 1,750,845 shares of the company’s stock valued at $195,709,000 after purchasing an additional 1,036,918 shares in the last quarter. Mercer Global Advisors Inc. ADV raised its holdings in shares of Avantis U.S. Equity ETF by 181.2% in the 3rd quarter. Mercer Global Advisors Inc. ADV now owns 1,134,255 shares of the company’s stock valued at $123,293,000 after purchasing an additional 730,960 shares in the last quarter. HB Wealth Management LLC raised its holdings in shares of Avantis U.S. Equity ETF by 10.2% in the 4th quarter. HB Wealth Management LLC now owns 5,248,830 shares of the company’s stock valued at $586,714,000 after purchasing an additional 486,787 shares in the last quarter. Finally, Indivisible Partners bought a new stake in shares of Avantis U.S. Equity ETF in the 4th quarter valued at about $38,867,000.

Avantis U.S. Equity ETF Stock Up 0.5%

NYSEARCA AVUS opened at $128.22 on Wednesday. The firm has a market cap of $12.81 billion, a PE ratio of 20.35 and a beta of 0.99. The company has a 50 day moving average price of $119.62 and a 200 day moving average price of $115.63. Avantis U.S. Equity ETF has a 52 week low of $96.61 and a 52 week high of $128.36.

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.