Trellis Wealth Advisors LLC Trims Holdings in Avantis Responsible U.S. Equity ETF (NYSEARCA:AVSU)

Trellis Wealth Advisors LLC decreased its holdings in Avantis Responsible U.S. Equity ETF (NYSEARCA:AVSU) by 1.1% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 33,572 shares of the company’s stock after selling 382 shares during the quarter. Avantis Responsible U.S. Equity ETF comprises 1.1% of Trellis Wealth Advisors LLC’s investment portfolio, making the stock its 11th largest holding. Trellis Wealth Advisors LLC owned 0.81% of Avantis Responsible U.S. Equity ETF worth $2,220,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently bought and sold shares of AVSU. Werba Rubin Papier Wealth Management purchased a new stake in Avantis Responsible U.S. Equity ETF in the 4th quarter valued at $208,000. Perigon Wealth Management LLC increased its stake in Avantis Responsible U.S. Equity ETF by 27.6% in the 4th quarter. Perigon Wealth Management LLC now owns 4,325 shares of the company’s stock valued at $291,000 after buying an additional 935 shares during the period. Axxcess Wealth Management LLC increased its stake in Avantis Responsible U.S. Equity ETF by 27.3% in the 3rd quarter. Axxcess Wealth Management LLC now owns 4,692 shares of the company’s stock valued at $306,000 after buying an additional 1,007 shares during the period. Bfsg LLC increased its stake in Avantis Responsible U.S. Equity ETF by 41.0% in the 4th quarter. Bfsg LLC now owns 8,171 shares of the company’s stock valued at $540,000 after buying an additional 2,377 shares during the period. Finally, LexAurum Advisors LLC increased its stake in Avantis Responsible U.S. Equity ETF by 4.7% in the 4th quarter. LexAurum Advisors LLC now owns 10,486 shares of the company’s stock valued at $693,000 after buying an additional 473 shares during the period.

Avantis Responsible U.S. Equity ETF Stock Performance

Shares of AVSU opened at $67.33 on Friday. The stock has a market capitalization of $280.77 million, a P/E ratio of 20.23 and a beta of 1.05. The company’s fifty day moving average is $67.67 and its two-hundred day moving average is $66.14. Avantis Responsible U.S. Equity ETF has a 1 year low of $57.22 and a 1 year high of $69.64.

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.