Heritage Wealth Management, Inc. American Centy ETF Tr Avantis Transaction History

Heritage Wealth Management, Inc.

$341 Billion
Q3 2025

A detailed history of Heritage Wealth Management, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Heritage Wealth Management, Inc. holds 28,182 shares of AVUV stock, worth $2.75 Million. This represents 0.82% of its overall portfolio holdings.

Number of Shares

28,182

Previous 28,395 0.75%

Holding current value

$2.75 Million

Previous $2.59 Billion 8.43%

% of portfolio

0.82%

Previous 0.84%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	SELL	$90.37 - $102.12 $19,248 - $21,751	-213 Reduced 0.75%	28,182 $2.8 Billion
Q2 2025 Aug 14, 2025	SELL	$75.17 - $91.21 $30,970 - $37,578	-412 Reduced 1.43%	28,395 $2.59 Billion
Q1 2025 Apr 29, 2025	BUY	$84.95 - $100.62 $61,164 - $72,446	720 Added 2.56%	28,807 $2.51 Billion
Q4 2024 Feb 05, 2025	BUY	$94.37 - $106.41 $13,306 - $15,003	141 Added 0.5%	28,087 $2.71 Billion
Q3 2024 Oct 31, 2024	BUY	$88.24 - $99.7 $4,412 - $4,985	50 Added 0.18%	27,946 $2.68 Billion

Q2 2024 Sep 09, 2024	BUY	$86.93 - $93.77 $2.42 Million - $2.62 Million	27,896 New	27,896 $2.46 Billion

Others Institutions Holding AVUV

# of Institutions

960

Shares Held

135M

Call Options Held

36.9K

Put Options Held

18.5K

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVUV
Sector ETFs
Industry ETFs

More about AVUV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Heritage Wealth Management, Inc. with notifications on news.

Account

Heritage Wealth Management, Inc. American Centy ETF Tr Avantis Transaction History