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 $643,761. This represents 0.0% of its overall portfolio holdings.

Number of Shares

9,751

Holding current value

$643,761

% 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

1.42M

Call Options Held

Put Options Held

Willow Creek Wealth Management Inc. Sebastopol, CA

201K
Shares

$13.3 Million
1.19% of portfolio
Clarity Asset Management, Inc. Ames, IA

189K
Shares

$12.5 Million
7.3% of portfolio
Ci Private Wealth, LLC Miami, FL

169K
Shares

$11.1 Million
0.02% of portfolio
Raymond James Financial Inc St. Petersburg, FL

88.9K
Shares

$5.87 Million
0.0% of portfolio
Merriman Wealth Management, LLC

68.4K
Shares

$4.51 Million
0.17% of portfolio

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVSD
Sector ETFs
Industry ETFs

More about AVSD

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