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

Hb Wealth Management, LLC

$14.5 Billion
Q3 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 4,762,043 shares of AVUS stock, worth $525 Million. This represents 3.57% of its overall portfolio holdings.

Number of Shares

4,762,043

Previous 3,735,407 27.48%

Holding current value

$525 Million

Previous $377 Million 37.45%

% of portfolio

3.57%

Previous 3.07%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$101.2 - $109.16 $104 Million - $112 Million	1,026,636 Added 27.48%	4,762,043 $518 Million
Q2 2025 Jul 17, 2025	BUY	$81.38 - $100.82 $208 Million - $258 Million	2,561,165 Added 218.11%	3,735,407 $377 Million
Q1 2025 May 07, 2025	BUY	$90.7 - $101.57 $102 Million - $114 Million	1,121,070 Added 2108.38%	1,174,242 $108 Million
Q4 2024 Jan 15, 2025	BUY	$94.36 - $102.06 $336,110 - $363,537	3,562 Added 7.18%	53,172 $5.15 Million
Q2 2024 Jul 26, 2024	SELL	$84.59 - $90.63 $349,864 - $374,845	-4,136 Reduced 7.7%	49,610 $4.47 Million
Q1 2024 Apr 30, 2024	SELL	$79.93 - $89.5 $92,319 - $103,372	-1,155 Reduced 2.1%	53,746 $4.81 Million
Q4 2023 Jan 16, 2024	SELL	$69.78 - $82.0 $557,332 - $654,934	-7,987 Reduced 12.7%	54,901 $4.48 Million
Q3 2023 Oct 13, 2023	SELL	$72.72 - $78.49 $755,560 - $815,511	-10,390 Reduced 14.18%	62,888 $4.61 Million
Q1 2023 Apr 13, 2023	BUY	$67.42 - $74.29 $623,095 - $686,588	9,242 Added 14.43%	73,278 $5.19 Million
Q4 2022 Jan 20, 2023	BUY	$63.25 - $72.69 $1.61 Million - $1.85 Million	25,422 Added 65.84%	64,036 $0
Q3 2022 Oct 19, 2022	SELL	$62.35 - $74.13 $11.5 Million - $13.7 Million	-185,193 Reduced 82.75%	38,614 $2.41 Million
Q2 2022 Jul 15, 2022	BUY	$63.84 - $77.62 $3.74 Million - $4.54 Million	58,506 Added 35.39%	223,807 $14.6 Million
Q1 2022 May 16, 2022	BUY	$71.89 - $81.03 $11.9 Million - $13.4 Million	165,301 New	165,301 $12.7 Million

Others Institutions Holding AVUS

# of Institutions

515

Shares Held

78.6M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVUS
Sector ETFs
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Hb Wealth Management, LLC American Centy ETF Tr Avantis Transaction History