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AVMCAVMC
6 quarters

Position history for HB Wealth Management, LLCHB Wealth Management, LLC's holdings in AVANTIS U.S. MID CAP EQUITY ETF

HB Wealth Management, LLC holds 32,728 shares of AVMC (AVANTIS U.S. MID CAP EQUITY ETF), worth $2.6M as of 2026-Q2. The position was decreased (-4.0% shares). AVMC represents 0.0% of HB Wealth Management, LLC's portfolio.

Current Value

$2.6M

Current Shares

32,728

Total Value Change

-$15M

Total Shares Change

-252,091

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
32,728
-4.0%
$2.6M0.0%$80.25
0
2026-Q1
Decreased
34,076
-2.6%
$2.5M0.0%$75.35
0
2025-Q4
Decreased
34,973
-1.8%
$2.5M0.0%$71.32
0
2025-Q3
Decreased
35,620
-77.0%
$2.5M0.0%$69.20
0
2025-Q2
Decreased
155,054
-45.6%
$10.3M0.1%$65.58
0
2025-Q1
New
284,819
-
$17.7M0.1%$61.16
47

Other major holders of AVMC: HighTower Advisors, LLC, LPL Financial LLC, AMERICAN CENTURY COMPANIES INC, AE Wealth Management LLC

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