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 374,876 shares of AVUV stock, worth $36.6 Million. This represents 0.26% of its overall portfolio holdings.
Number of Shares
374,876
Previous 605,445
38.08%
Holding current value
$36.6 Million
Previous $55.2 Million
32.35%
% of portfolio
0.26%
Previous 0.45%
Shares
3 transactions
Others Institutions Holding AVUV
# of Institutions
961Shares 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
-
Merriman Wealth Management, LLC3.52MShares$344 Million14.79% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.77MShares$270 Million13.72% of portfolio
-
Truepoint, Inc.2.75MShares$268 Million6.55% of portfolio