Hbe Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Hbe Wealth Management, LLC
- $106 Billion
- Q4 2025
A detailed history of Hbe Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Hbe Wealth Management, LLC holds 18,836 shares of AVUV stock, worth $1.84 Million. This represents 1.81% of its overall portfolio holdings.
Number of Shares
18,836Holding current value
$1.84 Million% of portfolio
1.81%Shares
1 transactions
Others Institutions Holding AVUV
# of Institutions
962Shares Held
135MCall Options Held
36.9KPut Options Held
18.5K-
Creative Planning Overland Park, KS16.8MShares$1.64 Billion1.3% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.11MShares$499 Million0.16% of portfolio
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Merriman Wealth Management, LLC3.52MShares$344 Million14.79% of portfolio
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Mason Investment Advisory Services, Inc. Reston, VA2.77MShares$270 Million13.72% of portfolio
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Truepoint, Inc.2.75MShares$268 Million6.55% of portfolio