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 $384 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
$384 Million
Previous $108 Million
247.18%
% of portfolio
3.07%
Previous 0.92%
Shares
12 transactions
Others Institutions Holding AVUS
# of Institutions
491Shares Held
76.4MCall Options Held
1.4KPut Options Held
100-
American Century Companies Inc Kansas City, MO3.46MShares$356 Million0.2% of portfolio
-
Oak Root LLC Santa Barbara, CA3.03MShares$312 Million37.87% of portfolio
-
Annex Advisory Services, LLC2.59MShares$266 Million8.58% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$232 Million9.89% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.15MShares$221 Million0.08% of portfolio