Trellis Wealth Advisors LLC Cuts Stake in Avantis Responsible U.S. Equity ETF (NYSEARCA:AVSU)

Trellis Wealth Advisors LLC reduced its stake in shares of Avantis Responsible U.S. Equity ETF (NYSEARCA:AVSU) by 1.1% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 33,572 shares of the company’s stock after selling 382 shares during the period. Avantis Responsible U.S. Equity ETF accounts for about 1.1% of Trellis Wealth Advisors LLC’s investment portfolio, making the stock its 11th largest position. Trellis Wealth Advisors LLC’s holdings in Avantis Responsible U.S. Equity ETF were worth $2,220,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors have also modified their holdings of the company. Quarry Hill Advisors LLC increased its position in Avantis Responsible U.S. Equity ETF by 2.8% during the 3rd quarter. Quarry Hill Advisors LLC now owns 14,899 shares of the company’s stock worth $973,000 after purchasing an additional 402 shares in the last quarter. Highland Financial Advisors LLC increased its position in Avantis Responsible U.S. Equity ETF by 16.6% during the 3rd quarter. Highland Financial Advisors LLC now owns 96,131 shares of the company’s stock worth $6,277,000 after purchasing an additional 13,677 shares in the last quarter. Trademark Financial Management LLC increased its position in Avantis Responsible U.S. Equity ETF by 0.8% during the 3rd quarter. Trademark Financial Management LLC now owns 29,828 shares of the company’s stock worth $1,948,000 after purchasing an additional 229 shares in the last quarter. Axxcess Wealth Management LLC increased its position in Avantis Responsible U.S. Equity ETF by 27.3% during the 3rd quarter. Axxcess Wealth Management LLC now owns 4,692 shares of the company’s stock worth $306,000 after purchasing an additional 1,007 shares in the last quarter. Finally, Wealthstream Advisors Inc. increased its position in Avantis Responsible U.S. Equity ETF by 3.3% during the 3rd quarter. Wealthstream Advisors Inc. now owns 24,725 shares of the company’s stock worth $1,615,000 after purchasing an additional 800 shares in the last quarter.

Avantis Responsible U.S. Equity ETF Stock Performance

AVSU opened at $67.33 on Friday. The firm has a 50 day moving average price of $67.67 and a 200 day moving average price of $66.14. The company has a market cap of $280.77 million, a PE ratio of 20.23 and a beta of 1.05. Avantis Responsible U.S. Equity ETF has a 1 year low of $57.22 and a 1 year high of $69.64.

Avantis Responsible U.S. Equity ETF 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.