Hb Wealth Management, LLC American Centy ETF Tr Avantis Transaction History

Hb Wealth Management, LLC

$12.3 Billion
Q2 2025

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 1,017,842 shares of AVEM stock, worth $70.9 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares

1,017,842

Previous 1,088,701 6.51%

Holding current value

$70.9 Million

Previous $65.5 Million 6.5%

% of portfolio

0.57%

Previous 0.55%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 17, 2025	SELL	$53.08 - $68.54 $3.76 Million - $4.86 Million	-70,859 Reduced 6.51%	1,017,842 $69.8 Million
Q1 2025 May 07, 2025	BUY	$57.11 - $62.4 $61 Million - $66.6 Million	1,067,724 Added 5089.97%	1,088,701 $65.5 Million
Q4 2024 Jan 15, 2025	BUY	$58.59 - $66.14 $22,029 - $24,868	376 Added 1.83%	20,977 $1.23 Million
Q2 2024 Jul 26, 2024	SELL	$56.42 - $62.42 $5,811 - $6,429	-103 Reduced 0.5%	20,601 $1.26 Million
Q1 2024 Apr 30, 2024	BUY	$53.02 - $58.54 $12,406 - $13,698	234 Added 1.14%	20,704 $1.2 Million
Q4 2023 Jan 16, 2024	SELL	$51.0 - $56.39 $27,591 - $30,506	-541 Reduced 2.57%	20,470 $1.15 Million
Q3 2023 Oct 13, 2023	BUY	$52.44 - $57.3 $56,215 - $61,425	1,072 Added 5.38%	21,011 $1.11 Million
Q4 2022 Jan 20, 2023	SELL	$44.87 - $52.64 $407,913 - $478,550	-9,091 Reduced 31.32%	19,939 $0
Q2 2022 Jul 15, 2022	SELL	$51.44 - $61.32 $2,572 - $3,066	-50 Reduced 0.17%	29,030 $1.51 Million
Q1 2022 May 16, 2022	BUY	$54.87 - $65.28 $1.6 Million - $1.9 Million	29,080 New	29,080 $1.72 Million

Others Institutions Holding AVEM

# of Institutions

605

Shares Held

130M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVEM
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Hb Wealth Management, LLC American Centy ETF Tr Avantis Transaction History