Hb Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Hb Wealth Management, LLC
- $12.3 Billion
- Q2 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 605,445 shares of AVUV stock, worth $57.6 Million. This represents 0.45% of its overall portfolio holdings.
Number of Shares
605,445
Previous 751,803
19.47%
Holding current value
$57.6 Million
Previous $65.5 Million
15.84%
% of portfolio
0.45%
Previous 0.55%
Shares
2 transactions
Others Institutions Holding AVUV
# of Institutions
873Shares Held
123MCall Options Held
20.2KPut Options Held
10.8K-
Creative Planning Overland Park, KS11.2MShares$1.07 Billion0.92% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.39MShares$417 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$335 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.22MShares$307 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$258 Million14.28% of portfolio