Wheelhouse Advisory Group LLC Raises Stock Holdings in Avantis U.S. Small Cap Equity ETF $AVSC

Wheelhouse Advisory Group LLC grew its holdings in shares of Avantis U.S. Small Cap Equity ETF (NYSEARCA:AVSC) by 7.4% in the 3rd quarter, Holdings Channel.com reports. The firm owned 149,901 shares of the company’s stock after acquiring an additional 10,384 shares during the period. Avantis U.S. Small Cap Equity ETF makes up approximately 3.8% of Wheelhouse Advisory Group LLC’s portfolio, making the stock its 11th largest holding. Wheelhouse Advisory Group LLC’s holdings in Avantis U.S. Small Cap Equity ETF were worth $8,582,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also bought and sold shares of AVSC. Evolution Wealth Management Inc. bought a new position in Avantis U.S. Small Cap Equity ETF in the 2nd quarter valued at $25,000. YANKCOM Partnership purchased a new stake in shares of Avantis U.S. Small Cap Equity ETF in the 3rd quarter worth approximately $29,000. Global Retirement Partners LLC raised its position in shares of Avantis U.S. Small Cap Equity ETF by 82.4% in the 3rd quarter. Global Retirement Partners LLC now owns 549 shares of the company’s stock worth $31,000 after acquiring an additional 248 shares in the last quarter. Steigerwald Gordon & Koch Inc. bought a new stake in shares of Avantis U.S. Small Cap Equity ETF in the 3rd quarter valued at about $40,000. Finally, American Capital Advisory LLC acquired a new stake in Avantis U.S. Small Cap Equity ETF in the third quarter valued at approximately $41,000.

Avantis U.S. Small Cap Equity ETF Stock Performance

Shares of NYSEARCA AVSC opened at $63.30 on Friday. Avantis U.S. Small Cap Equity ETF has a fifty-two week low of $41.58 and a fifty-two week high of $63.50. The company has a market cap of $2.29 billion, a PE ratio of 14.03 and a beta of 1.10. The business has a 50-day simple moving average of $58.99 and a two-hundred day simple moving average of $56.89.

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.