Golden Bell Financial Planning LLC Makes New Investment in Avantis U.S. Small Cap Equity ETF $AVSC

Golden Bell Financial Planning LLC bought a new stake in shares of Avantis U.S. Small Cap Equity ETF (NYSEARCA:AVSC – Free Report) in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm bought 246,825 shares of the company’s stock, valued at approximately $17,847,000. Avantis U.S. Small Cap Equity ETF makes up 13.2% of Golden Bell Financial Planning LLC’s holdings, making the stock its 2nd biggest position. Golden Bell Financial Planning LLC owned 0.55% of Avantis U.S. Small Cap Equity ETF at the end of the most recent quarter.

Several other hedge funds have also recently added to or reduced their stakes in the business. Summit Financial Wealth Advisors LLC grew its holdings in shares of Avantis U.S. Small Cap Equity ETF by 5.8% in the 1st quarter. Summit Financial Wealth Advisors LLC now owns 3,867 shares of the company’s stock worth $241,000 after acquiring an additional 212 shares during the last quarter. Lam Group Inc. grew its position in Avantis U.S. Small Cap Equity ETF by 1.3% during the second quarter. Lam Group Inc. now owns 26,200 shares of the company’s stock valued at $1,922,000 after purchasing an additional 325 shares in the last quarter. EverSource Wealth Advisors LLC grew its position in Avantis U.S. Small Cap Equity ETF by 100.0% during the first quarter. EverSource Wealth Advisors LLC now owns 672 shares of the company’s stock valued at $42,000 after purchasing an additional 336 shares in the last quarter. Pearl Planning LLC grew its position in Avantis U.S. Small Cap Equity ETF by 3.5% during the first quarter. Pearl Planning LLC now owns 11,305 shares of the company’s stock valued at $704,000 after purchasing an additional 387 shares in the last quarter. Finally, DecisionPoint Financial LLC acquired a new position in Avantis U.S. Small Cap Equity ETF in the 3rd quarter valued at approximately $31,000.

Avantis U.S. Small Cap Equity ETF Price Performance

Avantis U.S. Small Cap Equity ETF stock traded up $0.05 during trading hours on Friday, hitting $70.12. The company had a trading volume of 243,359 shares, compared to its average volume of 133,892. Avantis U.S. Small Cap Equity ETF has a fifty-two week low of $54.31 and a fifty-two week high of $75.30. The firm has a market capitalization of $3.15 billion, a P/E ratio of 14.03 and a beta of 1.02. The firm’s fifty day moving average is $70.80 and its 200-day moving average is $68.68.

Avantis U.S. Small Cap Equity ETF Company Profile

(Free Report)

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.

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Institutional Ownership by Quarter for Avantis U.S. Small Cap Equity ETF (NYSEARCA:AVSC)

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