Wheelhouse Advisory Group LLC Boosts Holdings in Avantis U.S. Small Cap Equity ETF (NYSEARCA:AVSC)

Wheelhouse Advisory Group LLC grew its position in Avantis U.S. Small Cap Equity ETF (NYSEARCA:AVSC) by 6.3% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 112,749 shares of the company’s stock after acquiring an additional 6,657 shares during the period. Avantis U.S. Small Cap Equity ETF comprises about 4.0% of Wheelhouse Advisory Group LLC’s portfolio, making the stock its 10th largest holding. Wheelhouse Advisory Group LLC owned 0.57% of Avantis U.S. Small Cap Equity ETF worth $6,091,000 at the end of the most recent reporting period.

Several other institutional investors also recently modified their holdings of AVSC. Hardin Capital Partners LLC increased its holdings in shares of Avantis U.S. Small Cap Equity ETF by 27.5% during the 3rd quarter. Hardin Capital Partners LLC now owns 8,812 shares of the company’s stock worth $476,000 after acquiring an additional 1,898 shares during the last quarter. Creative Planning raised its position in shares of Avantis U.S. Small Cap Equity ETF by 2.0% in the third quarter. Creative Planning now owns 37,053 shares of the company’s stock valued at $2,002,000 after purchasing an additional 723 shares during the period. Prevail Innovative Wealth Advisors LLC lifted its stake in shares of Avantis U.S. Small Cap Equity ETF by 277.3% during the 1st quarter. Prevail Innovative Wealth Advisors LLC now owns 99,120 shares of the company’s stock worth $5,190,000 after buying an additional 72,851 shares during the last quarter. Tillman Hartley LLC lifted its stake in shares of Avantis U.S. Small Cap Equity ETF by 14.6% during the 2nd quarter. Tillman Hartley LLC now owns 23,553 shares of the company’s stock worth $1,176,000 after buying an additional 3,007 shares during the last quarter. Finally, Wealth Enhancement Advisory Services LLC boosted its holdings in shares of Avantis U.S. Small Cap Equity ETF by 6.2% during the 2nd quarter. Wealth Enhancement Advisory Services LLC now owns 8,061 shares of the company’s stock worth $402,000 after buying an additional 470 shares during the period.

Avantis U.S. Small Cap Equity ETF Stock Up 0.3 %

Avantis U.S. Small Cap Equity ETF stock opened at $53.45 on Monday. The company’s 50-day moving average price is $53.52 and its two-hundred day moving average price is $52.04. The stock has a market cap of $1.07 billion, a P/E ratio of 10.76 and a beta of 1.18. Avantis U.S. Small Cap Equity ETF has a twelve month low of $42.17 and a twelve month high of $57.31.

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.