Curio Wealth LLC Takes $140,000 Position in Avantis Responsible U.S. Equity ETF (NYSEARCA:AVSU)

Curio Wealth LLC acquired a new position in Avantis Responsible U.S. Equity ETF (NYSEARCA:AVSU) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm acquired 2,115 shares of the company’s stock, valued at approximately $140,000.

A number of other institutional investors and hedge funds have also made changes to their positions in the business. Tortoise Investment Management LLC grew its stake in shares of Avantis Responsible U.S. Equity ETF by 6.8% in the 4th quarter. Tortoise Investment Management LLC now owns 4,730 shares of the company’s stock worth $313,000 after buying an additional 300 shares in the last quarter. LexAurum Advisors LLC grew its stake in shares of 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 worth $693,000 after buying an additional 473 shares in the last quarter. Commonwealth Equity Services LLC grew its stake in shares of Avantis Responsible U.S. Equity ETF by 0.6% in the 4th quarter. Commonwealth Equity Services LLC now owns 117,491 shares of the company’s stock worth $7,769,000 after buying an additional 680 shares in the last quarter. Passive Capital Management LLC. grew its stake in shares of Avantis Responsible U.S. Equity ETF by 8.0% in the 4th quarter. Passive Capital Management LLC. now owns 12,598 shares of the company’s stock worth $833,000 after buying an additional 931 shares in the last quarter. Finally, Perigon Wealth Management LLC grew its stake in shares of 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 worth $291,000 after buying an additional 935 shares in the last quarter.

Avantis Responsible U.S. Equity ETF Stock Up 2.2 %

NYSEARCA AVSU opened at $62.81 on Monday. The company has a fifty day moving average of $66.96 and a two-hundred day moving average of $66.45. The firm has a market capitalization of $322.22 million, a price-to-earnings ratio of 20.31 and a beta of 1.05. Avantis Responsible U.S. Equity ETF has a 52 week low of $57.23 and a 52 week high of $69.65.

Avantis Responsible U.S. Equity ETF Company 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.