Hb Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Hb Wealth Management, LLC
- $7.99 Billion
- Q1 2024
A detailed history of Hb Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Hb Wealth Management, LLC holds 7,312 shares of AVDE stock, worth $461,533. This represents 0.01% of its overall portfolio holdings.
Number of Shares
7,312
Previous 7,210
1.41%
Holding current value
$461,533
Previous $435,000
7.13%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding AVDE
# of Institutions
328Shares Held
58.6MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC4.46MShares$282 Million10.2% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.35MShares$274 Million0.67% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.45MShares$155 Million0.26% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.13MShares$135 Million17.53% of portfolio
-
Wipfli Financial Advisors Llc,1.81MShares$114 Million5.8% of portfolio