Perigon Wealth Management LLC Decreases Stock Holdings in Avantis U.S. Equity ETF (NYSEARCA:AVUS)

Perigon Wealth Management LLC decreased its holdings in shares of Avantis U.S. Equity ETF (NYSEARCA:AVUS) by 0.7% during the fourth quarter, HoldingsChannel reports. The institutional investor owned 82,291 shares of the company’s stock after selling 587 shares during the period. Perigon Wealth Management LLC’s holdings in Avantis U.S. Equity ETF were worth $8,149,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently made changes to their positions in the company. Annex Advisory Services LLC lifted its holdings in Avantis U.S. Equity ETF by 5.0% in the 4th quarter. Annex Advisory Services LLC now owns 3,563,572 shares of the company’s stock valued at $345,417,000 after purchasing an additional 169,636 shares in the last quarter. Adero Partners LLC grew its position in Avantis U.S. Equity ETF by 3.7% in the 3rd quarter. Adero Partners LLC now owns 1,442,769 shares of the company’s stock valued at $137,280,000 after acquiring an additional 51,967 shares in the last quarter. LPL Financial LLC grew its position in Avantis U.S. Equity ETF by 7.8% in the 3rd quarter. LPL Financial LLC now owns 1,342,266 shares of the company’s stock valued at $127,717,000 after acquiring an additional 97,263 shares in the last quarter. Traphagen Investment Advisors LLC grew its position in Avantis U.S. Equity ETF by 1.1% in the 4th quarter. Traphagen Investment Advisors LLC now owns 1,169,356 shares of the company’s stock valued at $113,346,000 after acquiring an additional 12,358 shares in the last quarter. Finally, Quantum Financial Advisors LLC grew its position in Avantis U.S. Equity ETF by 4.1% in the 4th quarter. Quantum Financial Advisors LLC now owns 1,005,344 shares of the company’s stock valued at $97,448,000 after acquiring an additional 39,767 shares in the last quarter.

Avantis U.S. Equity ETF Stock Performance

Shares of AVUS opened at $100.06 on Tuesday. The stock has a 50-day simple moving average of $99.44 and a 200-day simple moving average of $95.73. The stock has a market capitalization of $7.22 billion, a PE ratio of 17.22 and a beta of 1.00. Avantis U.S. Equity ETF has a 1 year low of $81.73 and a 1 year high of $102.23.

Avantis U.S. Equity ETF 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.