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 751,803 shares of AVUV stock, worth $62.1 Million. This represents 0.55% of its overall portfolio holdings.
Number of Shares
751,803Holding current value
$62.1 Million% of portfolio
0.55%Shares
1 transactions
Others Institutions Holding AVUV
# of Institutions
848Shares Held
112MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$660 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.39MShares$362 Million0.16% of portfolio
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Merriman Wealth Management, LLC3.52MShares$291 Million14.79% of portfolio
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Morgan Stanley New York, NY3.46MShares$286 Million0.02% of portfolio
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Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$224 Million14.28% of portfolio