Bwm Planning, LLC American Centy ETF Tr Avantis Transaction History

Bwm Planning, LLC

$225 Billion
Q3 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 73,586 shares of AVUV stock, worth $7.27 Million. This represents 3.13% of its overall portfolio holdings.

Number of Shares

73,586

Holding current value

$7.27 Million

% of portfolio

3.13%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 09, 2024	BUY	$88.24 - $99.7 $6.49 Million - $7.34 Million	73,586 New	73,586 $7.06 Billion

Others Institutions Holding AVUV

# of Institutions

679

Shares Held

89.2M

Call Options Held

14.4K

Put Options Held

4.2K

Creative Planning Overland Park, KS

6.19M
Shares

$611 Million
0.59% of portfolio
Merriman Wealth Management, LLC

3.66M
Shares

$361 Million
14.89% of portfolio
Lpl Financial LLC Fort Mill, SC

3.4M
Shares

$336 Million
0.16% of portfolio
Morgan Stanley New York, NY

2.97M
Shares

$293 Million
0.02% of portfolio
Mason Investment Advisory Services, Inc. Reston, VA

2.73M
Shares

$270 Million
15.17% of portfolio

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVUV
Sector ETFs
Industry ETFs

More about AVUV

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