Bwm Planning, LLC American Centy ETF Tr Avantis Transaction History

Bwm Planning, LLC

  • $236 Billion
  • Q1 2025

A detailed history of Bwm Planning, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Bwm Planning, LLC holds 165,551 shares of AVDE stock, worth $12.3 Million. This represents 4.64% of its overall portfolio holdings.

Number of Shares
165,551
Previous 147,267 12.42%
Holding current value
$12.3 Million
Previous $9.04 Billion 21.39%
% of portfolio
4.64%
Previous 3.93%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
$60.63 - $68.55 $1.11 Million - $1.25 Million
18,284 Added 12.42%
165,551 $11 Billion
Q4 2024

Jan 22, 2025
BUY
$60.9 - $66.69 $1.58 Million - $1.73 Million
25,989 Added 21.43%
147,267 $9.04 Billion
Q3 2024

Oct 09, 2024
BUY
$60.09 - $67.67 $7.29 Million - $8.21 Million
121,278 New
121,278 $8.13 Billion

Others Institutions Holding AVDE

# of Institutions
469
Shares Held
79.8M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVDE Quotes by TradingView
  • Ticker AVDE
  • Sector ETFs
  • Industry ETFs
More about AVDE
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