Schulz Wealth LTD. Makes New Investment in Avantis U.S. Equity ETF $AVUS

Schulz Wealth LTD. acquired a new position in shares of Avantis U.S. Equity ETF (NYSEARCA:AVUS) during the 2nd quarter, according to its most recent disclosure with the SEC. The institutional investor acquired 23,664 shares of the company’s stock, valued at approximately $3,031,000. Avantis U.S. Equity ETF makes up about 1.6% of Schulz Wealth LTD.’s portfolio, making the stock its 18th largest position.

A number of other hedge funds and other institutional investors have also recently modified their holdings of the company. Tandemgrowth Financial Advisors LLC purchased a new stake in Avantis U.S. Equity ETF during the fourth quarter valued at $34,880,000. Focus Partners Advisor Solutions LLC grew its stake in shares of Avantis U.S. Equity ETF by 50.2% in the 4th quarter. Focus Partners Advisor Solutions LLC now owns 306,043 shares of the company’s stock worth $34,210,000 after buying an additional 102,264 shares in the last quarter. Trailhead Planners LLC purchased a new position in shares of Avantis U.S. Equity ETF in the 4th quarter worth $1,761,000. Mattson Financial Services LLC increased its holdings in shares of Avantis U.S. Equity ETF by 34.3% in the 4th quarter. Mattson Financial Services LLC now owns 46,968 shares of the company’s stock worth $5,250,000 after buying an additional 11,986 shares during the last quarter. Finally, Andrews Lucia Wealth Management LLC increased its holdings in shares of Avantis U.S. Equity ETF by 35.3% in the 2nd quarter. Andrews Lucia Wealth Management LLC now owns 41,887 shares of the company’s stock worth $5,365,000 after buying an additional 10,930 shares during the last quarter.

Avantis U.S. Equity ETF Stock Performance

Shares of NYSEARCA AVUS opened at $131.29 on Monday. Avantis U.S. Equity ETF has a 12-month low of $105.72 and a 12-month high of $132.81. The firm’s 50-day moving average price is $129.12 and its 200-day moving average price is $123.13. The stock has a market capitalization of $14.42 billion, a price-to-earnings ratio of 20.35 and a beta of 0.99.

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.