70,115 Shares of Avantis U.S. Small Cap Equity ETF $AVSC Purchased by Prosperity Planning Inc.

Prosperity Planning Inc. acquired a new position in Avantis U.S. Small Cap Equity ETF (NYSEARCA:AVSC) in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor acquired 70,115 shares of the company’s stock, valued at approximately $4,848,000. Avantis U.S. Small Cap Equity ETF makes up 1.1% of Prosperity Planning Inc.’s investment portfolio, making the stock its 24th biggest holding.

Other large investors also recently modified their holdings of the company. Foundry Financial Group Inc. purchased a new stake in shares of Avantis U.S. Small Cap Equity ETF in the 1st quarter valued at $6,325,000. Retirement Financial Solutions LLC lifted its stake in Avantis U.S. Small Cap Equity ETF by 31.7% in the fourth quarter. Retirement Financial Solutions LLC now owns 369,883 shares of the company’s stock worth $21,727,000 after purchasing an additional 88,959 shares during the last quarter. Baker Tilly Wealth Management LLC purchased a new stake in Avantis U.S. Small Cap Equity ETF during the third quarter valued at about $1,150,000. Cambridge Associates LLC MA ADV boosted its position in Avantis U.S. Small Cap Equity ETF by 10.2% during the fourth quarter. Cambridge Associates LLC MA ADV now owns 922,735 shares of the company’s stock valued at $54,201,000 after buying an additional 85,118 shares during the period. Finally, Evanson Financial LLC bought a new position in shares of Avantis U.S. Small Cap Equity ETF during the second quarter valued at about $1,600,000.

Avantis U.S. Small Cap Equity ETF Trading Up 0.5%

AVSC opened at $69.96 on Friday. The company has a market cap of $3.05 billion, a P/E ratio of 14.03 and a beta of 1.03. The business’s 50-day moving average price is $72.23 and its 200-day moving average price is $69.98. Avantis U.S. Small Cap Equity ETF has a 12 month low of $54.31 and a 12 month high of $75.30.

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.