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Showing 8 of 18 quarters

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

HB Wealth Management, LLC holds 6M shares of AVUS (AVANTIS U.S. EQUITY ETF), worth $771.9M as of 2026-Q2. The position was increased (+4.9% shares). AVUS represents 4.3% of HB Wealth Management, LLC's portfolio.

Current Value

$771.9M

Current Shares

6M

Total Value Change

+$767.1M

Total Shares Change

+6M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
6M
+4.9%
$771.9M4.3%$128.08
61
2026-Q1
Increased
5.7M
+9.4%
$638.7M4.1%$115.36
63
2025-Q4
Increased
5.2M
+10.2%
$586.7M3.8%$112.70
64
2025-Q3
Increased
4.8M
+27.5%
$517.6M3.5%$108.18
72
2025-Q2
Increased
3.7M
+218.1%
$376.6M3.0%$99.88
86
2025-Q1
Increased
1.2M
+2108.4%
$108.5M0.9%$91.08
68
2024-Q4
Increased
53,172
+7.2%
$5.2M0.1%$95.94
29
2024-Q3
Unchanged
49,610
0.0%
$4.7M0.1%$93.43
0

Other major holders of AVUS: AMERICAN CENTURY COMPANIES INC

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