Capstone Wealth Management Inc. Purchases New Stake in Avantis U.S. Equity ETF $AVUS

Capstone Wealth Management Inc. acquired a new position in shares of Avantis U.S. Equity ETF (NYSEARCA:AVUS) during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 11,919 shares of the company’s stock, valued at approximately $1,336,000. Avantis U.S. Equity ETF comprises approximately 1.2% of Capstone Wealth Management Inc.’s holdings, making the stock its 19th largest position.

Other large investors have also recently made changes to their positions in the company. Godfrey Financial Associates Inc. bought a new stake in shares of Avantis U.S. Equity ETF during the fourth quarter worth about $29,000. Brown Brothers Harriman & Co. bought a new position in Avantis U.S. Equity ETF in the 4th quarter valued at about $29,000. Federation des caisses Desjardins du Quebec acquired a new position in Avantis U.S. Equity ETF during the 4th quarter valued at about $39,000. EverSource Wealth Advisors LLC boosted its stake in Avantis U.S. Equity ETF by 138.7% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 358 shares of the company’s stock valued at $36,000 after purchasing an additional 208 shares during the last quarter. Finally, Assetmark Inc. boosted its stake in Avantis U.S. Equity ETF by 116.0% during the 3rd quarter. Assetmark Inc. now owns 579 shares of the company’s stock valued at $63,000 after purchasing an additional 311 shares during the last quarter.

Avantis U.S. Equity ETF Stock Performance

Shares of AVUS opened at $127.64 on Friday. The firm has a market capitalization of $12.75 billion, a P/E ratio of 20.35 and a beta of 0.99. Avantis U.S. Equity ETF has a 52 week low of $97.00 and a 52 week high of $128.86. The stock has a 50 day moving average price of $123.65 and a two-hundred day moving average price of $117.25.

Avantis U.S. Equity ETF Company 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.