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

Hb Wealth Management, LLC

$9.29 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 13, 2023	BUY	$45.01 - $49.82 $335,324 - $371,159	7,450 New	7,450 $359,000

Others Institutions Holding AVIV

# of Institutions

111

Shares Held

5.36M

Call Options Held

0

Put Options Held

0

American Century Companies Inc Kansas City, MO

930K
Shares

$47.7 Million
0.03% of portfolio
Atwood & Palmer Inc

421K
Shares

$21.6 Million
1.63% of portfolio
Prairie View Partners, LLC

263K
Shares

$13.5 Million
1.54% of portfolio
Financial Advisory Service, Inc.

260K
Shares

$13.3 Million
1.24% of portfolio
Allegiance Financial Group Advisory Services LLC Vienna, VA

199K
Shares

$10.2 Million
3.89% of portfolio

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVIV

More about AVIV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Hb Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hb Wealth Management, LLC with notifications on news.