Hbc Financial Services, Pllc American Centy ETF Tr Avantis Transaction History

Hbc Financial Services, Pllc

$165 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 22, 2022	SELL	$67.93 - $81.74 $15,488 - $18,636	-228 Closed	0 $0
Q4 2021 Jan 28, 2022	BUY	$75.12 - $83.87 $17,127 - $19,122	228 New	228 $18,000

Others Institutions Holding AVUV

# of Institutions

735

Shares Held

99.1M

Call Options Held

18K

Put Options Held

12.3K

Creative Planning Overland Park, KS

6.19M
Shares

$637 Million
0.59% of portfolio
Lpl Financial LLC Fort Mill, SC

3.86M
Shares

$398 Million
0.17% of portfolio
Merriman Wealth Management, LLC

3.6M
Shares

$370 Million
14.61% of portfolio
Morgan Stanley New York, NY

3.16M
Shares

$325 Million
0.02% of portfolio
Mason Investment Advisory Services, Inc. Reston, VA

2.71M
Shares

$279 Million
15.21% of portfolio

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVUV
Sector ETFs
Industry ETFs

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