Trailhead Planners LLC Makes New Investment in Avantis Responsible U.S. Equity ETF $AVSU

Trailhead Planners LLC bought a new stake in Avantis Responsible U.S. Equity ETF (NYSEARCA:AVSU) during the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm bought 107,749 shares of the company’s stock, valued at approximately $8,221,000. Avantis Responsible U.S. Equity ETF makes up 8.1% of Trailhead Planners LLC’s investment portfolio, making the stock its 4th biggest holding. Trailhead Planners LLC owned 1.89% of Avantis Responsible U.S. Equity ETF as of its most recent SEC filing.

Other large investors have also recently modified their holdings of the company. Wealth Enhancement Advisory Services LLC boosted its holdings in shares of Avantis Responsible U.S. Equity ETF by 6.1% in the 4th quarter. Wealth Enhancement Advisory Services LLC now owns 153,639 shares of the company’s stock valued at $12,025,000 after purchasing an additional 8,812 shares in the last quarter. Kelman Lazarov Inc. boosted its holdings in shares of Avantis Responsible U.S. Equity ETF by 62.8% in the 4th quarter. Kelman Lazarov Inc. now owns 19,537 shares of the company’s stock valued at $1,491,000 after purchasing an additional 7,540 shares in the last quarter. Torren Management LLC acquired a new stake in shares of Avantis Responsible U.S. Equity ETF in the 4th quarter valued at $623,000. Financial Plan Inc. acquired a new stake in shares of Avantis Responsible U.S. Equity ETF in the 4th quarter valued at $1,059,000. Finally, Focus Partners Advisor Solutions LLC acquired a new stake in shares of Avantis Responsible U.S. Equity ETF in the 3rd quarter valued at $1,060,000.

Avantis Responsible U.S. Equity ETF Stock Performance

Shares of AVSU stock opened at $86.38 on Friday. The stock’s fifty day moving average price is $82.76 and its two-hundred day moving average price is $79.04. The company has a market cap of $457.81 million, a PE ratio of 20.35 and a beta of 1.05. Avantis Responsible U.S. Equity ETF has a fifty-two week low of $65.78 and a fifty-two week high of $87.93.

Avantis Responsible U.S. Equity ETF Profile

The Avantis Responsible U.S. Equity ETF (AVSU) is an exchange-traded fund that mostly invests in total market equity. The fund actively invests in US companies of all market capitalizations. Holdings are screened for multiple ESG metrics and selected based on fundamental criteria AVSU was launched on Mar 15, 2022 and is managed by American Century Investments.