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
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025

SELL
$79.24 - $89.03 $962,132 - $1.08 Million
-12,142 Reduced 10.51%
103,353 $9.2 Million
Q2 2025

Jul 17, 2025

SELL
$61.76 - $79.32 $731,300 - $939,228
-11,841 Reduced 9.3%
115,495 $9.16 Million
Q1 2025

May 07, 2025

BUY
$63.74 - $71.96 $8.12 Million - $9.16 Million
127,336 New
127,336 $8.88 Million

Others Institutions Holding AVDV

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVDV
  • Sector ETFs
  • Industry ETFs
More about AVDV
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