Elevation Wealth Partners LLC Has $4.37 Million Position in Avantis U.S. Equity ETF $AVUS

Elevation Wealth Partners LLC lifted its holdings in Avantis U.S. Equity ETF (NYSEARCA:AVUS) by 20.5% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 34,142 shares of the company’s stock after purchasing an additional 5,807 shares during the period. Avantis U.S. Equity ETF accounts for about 1.3% of Elevation Wealth Partners LLC’s investment portfolio, making the stock its 18th biggest holding. Elevation Wealth Partners LLC’s holdings in Avantis U.S. Equity ETF were worth $4,373,000 as of its most recent SEC filing.

Other large investors have also recently bought and sold shares of the company. Godfrey Financial Associates Inc. acquired a new stake in shares of Avantis U.S. Equity ETF in the fourth quarter worth about $29,000. Brown Brothers Harriman & Co. acquired a new stake in Avantis U.S. Equity ETF in the 4th quarter worth approximately $29,000. Monetary Solutions Ltd acquired a new stake in Avantis U.S. Equity ETF in the 4th quarter worth approximately $39,000. Federation des caisses Desjardins du Quebec bought a new stake in Avantis U.S. Equity ETF during the fourth quarter worth approximately $39,000. Finally, EverSource Wealth Advisors LLC grew its holdings in Avantis U.S. Equity ETF by 138.7% during the second quarter. EverSource Wealth Advisors LLC now owns 358 shares of the company’s stock valued at $36,000 after purchasing an additional 208 shares during the last quarter.

Avantis U.S. Equity ETF Stock Down 0.2%

NYSEARCA:AVUS opened at $130.62 on Friday. The company’s 50 day moving average is $127.37 and its 200-day moving average is $120.90. Avantis U.S. Equity ETF has a 12 month low of $102.57 and a 12 month high of $132.19. The firm has a market cap of $14.34 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.