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 6,391 shares of AVSE stock, worth $418,418. This represents 0.0% of its overall portfolio holdings.
Number of Shares
6,391
Previous 6,691
4.48%
Holding current value
$418,418
Previous $392,000
3.57%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding AVSE
# of Institutions
64Shares Held
1.12MCall Options Held
0Put Options Held
0-
Northwest & Ethical Investments L.P. Toronto, A6224KShares$14.6 Million0.34% of portfolio
-
Willow Creek Wealth Management Inc. Sebastopol, CA137KShares$9 Million0.76% of portfolio
-
Riverwater Partners LLC118KShares$7.73 Million3.65% of portfolio
-
Ci Private Wealth, LLC Miami, FL113KShares$7.42 Million0.01% of portfolio
-
High Tower Advisors, LLC Chicago, IL70.7KShares$4.63 Million0.01% of portfolio