Avantis U.S. Small Cap Equity ETF $AVSC Shares Acquired by Corient Private Wealth LLC

Corient Private Wealth LLC increased its holdings in Avantis U.S. Small Cap Equity ETF (NYSEARCA:AVSC) by 5.4% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 214,423 shares of the company’s stock after buying an additional 11,026 shares during the quarter. Corient Private Wealth LLC’s holdings in Avantis U.S. Small Cap Equity ETF were worth $12,595,000 at the end of the most recent reporting period.

Several other large investors have also recently added to or reduced their stakes in the business. Elwood & Goetz Wealth Advisory Group LLC lifted its holdings in Avantis U.S. Small Cap Equity ETF by 7.5% in the fourth quarter. Elwood & Goetz Wealth Advisory Group LLC now owns 636,669 shares of the company’s stock worth $37,398,000 after purchasing an additional 44,193 shares during the period. Lam Group Inc. increased its stake in Avantis U.S. Small Cap Equity ETF by 90.4% during the 4th quarter. Lam Group Inc. now owns 19,335 shares of the company’s stock valued at $1,136,000 after buying an additional 9,180 shares during the period. AE Wealth Management LLC increased its stake in Avantis U.S. Small Cap Equity ETF by 9.5% during the 4th quarter. AE Wealth Management LLC now owns 606,160 shares of the company’s stock valued at $35,606,000 after buying an additional 52,433 shares during the period. Simplicity Wealth LLC raised its position in shares of Avantis U.S. Small Cap Equity ETF by 5.2% during the 4th quarter. Simplicity Wealth LLC now owns 218,841 shares of the company’s stock worth $12,855,000 after buying an additional 10,723 shares in the last quarter. Finally, CWM LLC raised its position in shares of Avantis U.S. Small Cap Equity ETF by 5.9% during the 4th quarter. CWM LLC now owns 181,631 shares of the company’s stock worth $10,669,000 after buying an additional 10,113 shares in the last quarter.

Avantis U.S. Small Cap Equity ETF Trading Down 0.2%

Shares of NYSEARCA:AVSC opened at $70.84 on Wednesday. The company has a 50 day moving average of $68.42 and a 200-day moving average of $64.43. The firm has a market cap of $2.79 billion, a P/E ratio of 14.03 and a beta of 1.04. Avantis U.S. Small Cap Equity ETF has a twelve month low of $50.60 and a twelve month high of $71.89.

About Avantis U.S. Small Cap Equity ETF

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.