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 3,735,407 shares of AVUS stock, worth $383 Million. This represents 3.07% of its overall portfolio holdings.
Number of Shares
3,735,407
Previous 1,174,242
218.11%
Holding current value
$383 Million
Previous $108 Million
247.18%
% of portfolio
3.07%
Previous 0.92%
Shares
12 transactions
Others Institutions Holding AVUS
# of Institutions
490Shares Held
75.6MCall Options Held
1.4KPut Options Held
100-
American Century Companies Inc Kansas City, MO3.46MShares$355 Million0.2% of portfolio
-
Oak Root LLC Santa Barbara, CA3.03MShares$311 Million37.87% of portfolio
-
Annex Advisory Services, LLC2.59MShares$265 Million8.58% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$231 Million9.89% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.15MShares$220 Million0.08% of portfolio