Hb Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Hb Wealth Management, LLC
- $8.6 Billion
- Q2 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 49,610 shares of AVUS stock, worth $4.68 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
49,610
Previous 53,746
7.7%
Holding current value
$4.68 Million
Previous $4.81 Million
6.99%
% of portfolio
0.05%
Previous 0.06%
Shares
9 transactions
Others Institutions Holding AVUS
# of Institutions
382Shares Held
76MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX14.3MShares$1.35 Billion0.61% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$287 Million36.58% of portfolio
-
American Century Companies Inc Kansas City, MO2.92MShares$276 Million0.17% of portfolio
-
Annex Advisory Services, LLC2.71MShares$256 Million8.98% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$213 Million9.89% of portfolio