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 103,353 shares of AVDV stock, worth $9.22 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
103,353
Previous 115,495
10.51%
Holding current value
$9.22 Million
Previous $9.16 Million
0.49%
% of portfolio
0.06%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding AVDV
# of Institutions
523Shares Held
113MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp19.1MShares$1.7 Billion1.16% of portfolio
-
Creative Planning Overland Park, KS18.4MShares$1.64 Billion1.26% of portfolio
-
Savant Capital, LLC11MShares$980 Million5.68% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO3.81MShares$340 Million4.3% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$230 Million1.87% of portfolio