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

Hb Wealth Management, LLC

$9.75 Billion
Q4 2024

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 53,172 shares of AVUS stock, worth $5.23 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

53,172

Previous 49,610 7.18%

Holding current value

$5.23 Million

Previous $4.72 Million 9.17%

% of portfolio

0.05%

Previous 0.05%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

456

Shares Held

88M

Call Options Held

Put Options Held

100

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVUS
Sector ETFs
Industry ETFs

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