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 121,278 shares of AVDE stock, worth $7.99 Million. This represents 3.61% of its overall portfolio holdings.
Number of Shares
121,278Holding current value
$7.99 Million% of portfolio
3.61%Shares
1 transactions
Others Institutions Holding AVDE
# of Institutions
348Shares Held
68.9MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC5.76MShares$380 Million14.0% of portfolio
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Strategic Financial Concepts, LLC San Antonio, TX4.74MShares$313 Million0.21% of portfolio
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Wealth Enhancement Advisory Services, LLC4.35MShares$286 Million0.67% of portfolio
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Rockwood Wealth Management, LLC New Hope, PA2.48MShares$163 Million18.26% of portfolio
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Ci Private Wealth, LLC Miami, FL2.47MShares$163 Million0.27% of portfolio