Hrt Financial LP American Centy ETF Tr Avantis Transaction History

Hrt Financial LP

$20.6 Billion
Q3 2025

A detailed history of Hrt Financial LP transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Hrt Financial LP holds 8,092 shares of AVUV stock, worth $789,698. This represents 0.0% of its overall portfolio holdings.

Number of Shares

8,092

Holding current value

$789,698

% of portfolio

0.0%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$90.37 - $102.12 $731,274 - $826,355	8,092 New	8,092 $805,000
Q1 2023 May 12, 2023	SELL	$70.61 - $84.06 $291,336 - $346,831	-4,126 Reduced 59.06%	2,860 $211,000
Q4 2022 Feb 10, 2023	BUY	$68.43 - $80.54 $478,051 - $562,652	6,986 New	6,986 $520,000
Q2 2022 Aug 12, 2022	BUY	$67.93 - $81.74 $1.4 Million - $1.69 Million	20,657 Added 160.69%	33,512 $2.29 Million
Q1 2022 May 16, 2022	BUY	$75.32 - $82.57 $968,238 - $1.06 Million	12,855 New	12,855 $1.03 Million

Others Institutions Holding AVUV

# of Institutions

961

Shares Held

135M

Call Options Held

36.9K

Put Options Held

18.5K

Creative Planning Overland Park, KS

16.8M
Shares

$1.64 Billion
1.3% of portfolio
Lpl Financial LLC Fort Mill, SC

5.11M
Shares

$499 Million
0.16% of portfolio
Merriman Wealth Management, LLC

3.52M
Shares

$344 Million
14.79% of portfolio
Mason Investment Advisory Services, Inc. Reston, VA

2.77M
Shares

$270 Million
13.72% of portfolio
Truepoint, Inc.

2.75M
Shares

$268 Million
6.55% of portfolio

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 Hrt Financial LP, based on Form 13F filings with the SEC.

News

Stay updated on Hrt Financial LP with notifications on news.

Account