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

Hb Wealth Management, LLC

$11.8 Billion
Q1 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 9,751 shares of AVSD stock, worth $612,557. This represents 0.0% of its overall portfolio holdings.

Number of Shares

9,751

Holding current value

$612,557

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 07, 2025	BUY	$54.89 - $62.11 $535,232 - $605,634	9,751 New	9,751 $584,000

Others Institutions Holding AVSD

# of Institutions

Shares Held

1.46M

Call Options Held

Put Options Held

Clarity Asset Management, Inc. Ames, IA

276K
Shares

$17.4 Million
10.02% of portfolio
Willow Creek Wealth Management Inc. Sebastopol, CA

201K
Shares

$12.6 Million
1.19% of portfolio
Ci Private Wealth, LLC Miami, FL

181K
Shares

$11.4 Million
0.02% of portfolio
Merriman Wealth Management, LLC

68.4K
Shares

$4.29 Million
0.17% of portfolio
Silicon Hills Wealth Management, LLC Austin, TX

66.9K
Shares

$4.2 Million
1.94% of portfolio

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVSD
Sector ETFs
Industry ETFs

More about AVSD

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.

Account

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