Back to HB Wealth Management, LLC HB Wealth Management, LLC

AVSUAVSU
6 quarters

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

HB Wealth Management, LLC holds 21,132 shares of AVSU (AVANTIS RESPONSIBLE U.S. EQUITY ETF), worth $1.9M as of 2026-Q2. The position was increased (+0.0% shares). AVSU represents 0.0% of HB Wealth Management, LLC's portfolio.

Current Value

$1.9M

Current Shares

21,132

Total Value Change

+$368,385

Total Shares Change

-2,958

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
21,132
+0.0%
$1.9M0.0%$88.52
26
2026-Q1
Decreased
21,130
-16.1%
$1.6M0.0%$77.50
0
2025-Q4
Increased
25,173
+7.4%
$1.9M0.0%$76.89
28
2025-Q3
Decreased
23,440
-16.4%
$1.7M0.0%$73.17
0
2025-Q2
Increased
28,050
+16.4%
$1.9M0.0%$67.86
30
2025-Q1
New
24,090
-
$1.5M0.0%$61.52
35

Other major holders of AVSU: Kestra Advisory Services, LLC, Focus Partners Wealth

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used