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 6,691 shares of AVSE stock, worth $400,924. This represents 0.0% of its overall portfolio holdings.
Number of Shares
6,691
Previous 6,724
0.49%
Holding current value
$400,924
Previous $345,000
13.62%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding AVSE
# of Institutions
52Shares Held
1.48MCall Options Held
0Put Options Held
0-
Maseco LLP London,412KShares$24.7 Million0.92% of portfolio
-
Northwest & Ethical Investments L.P. Toronto, A6224KShares$13.4 Million0.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL142KShares$8.51 Million0.01% of portfolio
-
Willow Creek Wealth Management Inc. Sebastopol, CA137KShares$8.19 Million0.76% of portfolio
-
Riverwater Partners LLC70.6KShares$4.23 Million2.15% of portfolio