Bwm Planning, LLC American Centy ETF Tr Avantis Transaction History

Bwm Planning, LLC

  • $230 Billion
  • Q4 2024

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 147,267 shares of AVDE stock, worth $9.49 Million. This represents 3.93% of its overall portfolio holdings.

Number of Shares
147,267
Previous 121,278 21.43%
Holding current value
$9.49 Million
Previous $8.13 Billion 11.18%
% of portfolio
3.93%
Previous 3.61%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
380
Shares Held
74.9M
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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