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 6,724 shares of AVSE stock, worth $373,719. This represents 0.0% of its overall portfolio holdings.

Number of Shares

6,724

Holding current value

$373,719

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 07, 2025	BUY	$48.73 - $53.38 $327,660 - $358,927	6,724 New	6,724 $345,000

Others Institutions Holding AVSE

# of Institutions

Shares Held

1.03M

Call Options Held

Put Options Held

Northwest & Ethical Investments L.P. Toronto, A6

224K
Shares

$12.4 Million
0.31% of portfolio
Ci Private Wealth, LLC Miami, FL

142K
Shares

$7.89 Million
0.01% of portfolio
Willow Creek Wealth Management Inc. Sebastopol, CA

104K
Shares

$5.76 Million
0.55% of portfolio
Riverwater Partners LLC

70.6K
Shares

$3.92 Million
2.15% of portfolio
Raymond James Financial Inc St. Petersburg, FL

67.2K
Shares

$3.73 Million
0.0% of portfolio

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVSE
Sector ETFs
Industry ETFs

More about AVSE

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