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 2,007,800 shares of AVDE stock, worth $147 Million. This represents 1.12% of its overall portfolio holdings.

Number of Shares

2,007,800

Previous 7,210 27747.43%

Holding current value

$147 Million

Previous $442,000 30003.17%

% of portfolio

1.12%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 07, 2025	BUY	$60.63 - $68.55 $121 Million - $137 Million	2,000,590 Added 27747.43%	2,007,800 $133 Million
Q4 2024 Jan 15, 2025	SELL	$60.9 - $66.69 $54,749 - $59,954	-899 Reduced 11.09%	7,210 $442,000
Q3 2024 Oct 15, 2024	BUY	$60.09 - $67.67 $54,020 - $60,835	899 Added 12.47%	8,109 $543,000
Q2 2024 Jul 26, 2024	SELL	$61.17 - $65.29 $6,239 - $6,659	-102 Reduced 1.39%	7,210 $448,000
Q1 2024 Apr 30, 2024	BUY	$58.3 - $63.83 $5,946 - $6,510	102 Added 1.41%	7,312 $466,000
Q4 2023 Jan 16, 2024	BUY	$52.98 - $60.62 $3,602 - $4,122	68 Added 0.95%	7,210 $435,000
Q1 2023 Apr 13, 2023	BUY	$53.37 - $58.39 $381,168 - $417,021	7,142 New	7,142 $407,000

Others Institutions Holding AVDE

# of Institutions

459

Shares Held

81M

Call Options Held

Put Options Held

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVDE
Sector ETFs
Industry ETFs

More about AVDE

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