Bwm Planning, LLC American Centy ETF Tr Avantis Transaction History
Bwm Planning, LLC
- $374 Billion
- Q4 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 342,003 shares of AVUV stock, worth $33.4 Million. This represents 9.32% of its overall portfolio holdings.
Number of Shares
342,003
Previous 307,762
11.13%
Holding current value
$33.4 Million
Previous $30.6 Billion
13.86%
% of portfolio
9.32%
Previous 9.12%
Shares
5 transactions
Others Institutions Holding AVUV
# of Institutions
959Shares Held
135MCall Options Held
36.9KPut Options Held
18.5K-
Creative Planning Overland Park, KS16.8MShares$1.64 Billion1.3% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.11MShares$499 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$344 Million14.79% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.77MShares$270 Million13.72% of portfolio
-
Truepoint, Inc.2.75MShares$268 Million6.55% of portfolio