HWM
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HB Wealth Management’s Avantis Responsible US Equity ETF AVSU Stock Holding History

HB Wealth Management’s Portfolio AVSU Stock Details AVSU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.92M Buy
28,050
+3,960
+16% +$272K 0.02% 376
2025
Q1 		$1.5M Buy
+24,090
New +$1.5M 0.01% 433