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 1,088,701 shares of AVEM stock, worth $65.9 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares
1,088,701
Previous 20,977 5089.97%
Holding current value
$65.9 Million
Previous $1.23 Million 5212.81%
% of portfolio
0.55%
Previous 0.01%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 07, 2025
BUY
$57.11 - $62.4 $61 Million - $66.6 Million
1,067,724 Added 5089.97%
1,088,701 $65.5 Million
Q4 2024

Jan 15, 2025
BUY
$58.59 - $66.14 $22,029 - $24,868
376 Added 1.83%
20,977 $1.23 Million
Q2 2024

Jul 26, 2024
SELL
$56.42 - $62.42 $5,811 - $6,429
-103 Reduced 0.5%
20,601 $1.26 Million
Q1 2024

Apr 30, 2024
BUY
$53.02 - $58.54 $12,406 - $13,698
234 Added 1.14%
20,704 $1.2 Million
Q4 2023

Jan 16, 2024
SELL
$51.0 - $56.39 $27,591 - $30,506
-541 Reduced 2.57%
20,470 $1.15 Million
Q3 2023

Oct 13, 2023
BUY
$52.44 - $57.3 $56,215 - $61,425
1,072 Added 5.38%
21,011 $1.11 Million
Q4 2022

Jan 20, 2023
SELL
$44.87 - $52.64 $407,913 - $478,550
-9,091 Reduced 31.32%
19,939 $0
Q2 2022

Jul 15, 2022
SELL
$51.44 - $61.32 $2,572 - $3,066
-50 Reduced 0.17%
29,030 $1.51 Million
Q1 2022

May 16, 2022
BUY
$54.87 - $65.28 $1.6 Million - $1.9 Million
29,080 New
29,080 $1.72 Million

Others Institutions Holding AVEM

# of Institutions
589
Shares Held
128M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVEM Quotes by TradingView
  • Ticker AVEM
  • Sector ETFs
  • Industry ETFs
More about AVEM
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