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 12,697 shares of AVRE stock, worth $560,318. This represents 0.23% of its overall portfolio holdings.
Number of Shares
12,697
Previous 12,697
-0.0%
Holding current value
$560,318
Previous $532 Million
2.6%
% of portfolio
0.23%
Previous 0.23%
Shares
1 transactions
Others Institutions Holding AVRE
# of Institutions
140Shares Held
12.1MCall Options Held
0Put Options Held
0-
Ccm Investment Group, LLC Northfield, MN1.2MShares$53 Million5.44% of portfolio
-
Empowered Funds, LLC1.12MShares$49.6 Million0.59% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO769KShares$34 Million4.54% of portfolio
-
Quantum Financial Advisors, LLC Manhattan Beach, CA363KShares$16 Million3.44% of portfolio
-
American Century Companies Inc Kansas City, MO348KShares$15.3 Million0.01% of portfolio