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 96,922 shares of AVUV stock, worth $9.21 Million. This represents 3.58% of its overall portfolio holdings.
Number of Shares
96,922
Previous 82,780
17.08%
Holding current value
$9.21 Million
Previous $7.99 Billion
5.73%
% of portfolio
3.58%
Previous 3.48%
Shares
3 transactions
Others Institutions Holding AVUV
# of Institutions
872Shares Held
121MCall Options Held
20.2KPut Options Held
10.8K-
Creative Planning Overland Park, KS11.2MShares$1.07 Billion0.92% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.39MShares$417 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$334 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.22MShares$306 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$258 Million14.28% of portfolio