HB Wealth Management, LLC AVUS Holdings History
HB Wealth Management, LLC's Avantis U.S. Equity ETF Holding Summary
As of 2025-06-30, HB Wealth Management, LLC held 3.74 Mil shares of Avantis U.S. Equity ETF(AVUS), totaling $376.60 Mil. This investment constitutes 3% of their stock portfolio, and HB Wealth Management, LLC now holds 4.31% of the outstanding Avantis U.S. Equity ETF(AVUS) stock.
The initial trade took place in 2022Q1. And since then HB Wealth Management, LLC has made 7 purchases of AVUS, at an average price of $93.41, for a total of 3.94 Mil shares. In addition, there have been 5 sales at an average price of $69.78 for 208,861.00 shares. Based on historical transaction data and AVUS's current price of $103.65, HB Wealth Management, LLC's estimated gain on his AVUS holdings is $33.31 Mil, reflecting a 9.04% gain to date.
HB Wealth Management, LLC AVUS ($103.65) Holding Chart
HB Wealth Management, LLC AVUS ($103.65) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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