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

Hb Wealth Management, LLC

  • $14.5 Billion
  • Q3 2025

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 1,684,856 shares of AVDE stock, worth $135 Million. This represents 0.92% of its overall portfolio holdings.

Number of Shares
1,684,856
Previous 1,696,199 0.67%
Holding current value
$135 Million
Previous $126 Million 5.89%
% of portfolio
0.92%
Previous 1.02%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
SELL
$73.24 - $79.04 $830,761 - $896,550
-11,343 Reduced 0.67%
1,684,856 $133 Million
Q2 2025

Jul 17, 2025
SELL
$59.32 - $74.36 $18.5 Million - $23.2 Million
-311,601 Reduced 15.52%
1,696,199 $126 Million
Q1 2025

May 07, 2025
BUY
$60.63 - $68.55 $121 Million - $137 Million
2,000,590 Added 27747.43%
2,007,800 $133 Million
Q4 2024

Jan 15, 2025
SELL
$60.9 - $66.69 $54,749 - $59,954
-899 Reduced 11.09%
7,210 $442,000
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
546
Shares Held
109M
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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