Hb Wealth Management, LLC American Centy ETF Tr Avantis Transaction History

Hb Wealth Management, LLC

  • $9.29 Billion
  • Q3 2024

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 8,109 shares of AVDE stock, worth $493,108. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,109
Previous 7,210 12.47%
Holding current value
$493,108
Previous $448,000 21.21%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024
BUY
$60.09 - $67.67 $54,020 - $60,835
899 Added 12.47%
8,109 $543,000
Q2 2024

Jul 26, 2024
SELL
$61.17 - $65.29 $6,239 - $6,659
-102 Reduced 1.39%
7,210 $448,000
Q1 2024

Apr 30, 2024
BUY
$58.3 - $63.83 $5,946 - $6,510
102 Added 1.41%
7,312 $466,000
Q4 2023

Jan 16, 2024
BUY
$52.98 - $60.62 $3,602 - $4,122
68 Added 0.95%
7,210 $435,000
Q1 2023

Apr 13, 2023
BUY
$53.37 - $58.39 $381,168 - $417,021
7,142 New
7,142 $407,000

Others Institutions Holding AVDE

# of Institutions
361
Shares Held
67.1M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVDE Quotes by TradingView
  • Ticker AVDE
  • Sector ETFs
  • Industry ETFs
More about AVDE
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