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 $403 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
$403 Million
Previous $108 Million
247.18%
% of portfolio
3.07%
Previous 0.92%
Shares
12 transactions
Others Institutions Holding AVUS
# of Institutions
506Shares Held
77MCall Options Held
0Put Options Held
0-
American Century Companies Inc Kansas City, MO3.47MShares$375 Million0.2% of portfolio
-
Oak Root LLC Santa Barbara, CA3.03MShares$327 Million37.87% of portfolio
-
Annex Advisory Services, LLC2.59MShares$279 Million8.58% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$244 Million9.89% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.23MShares$241 Million0.08% of portfolio