Bsw Wealth Partners American Centy ETF Tr Avantis Transaction History
Bsw Wealth Partners
- $719 Million
- Q2 2025
A detailed history of Bsw Wealth Partners transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Bsw Wealth Partners holds 194,087 shares of AVES stock, worth $10.9 Million. This represents 1.45% of its overall portfolio holdings.
Number of Shares
194,087
Previous 183,098
6.0%
Holding current value
$10.9 Million
Previous $8.63 Million
20.37%
% of portfolio
1.45%
Previous 1.32%
Shares
7 transactions
Others Institutions Holding AVES
# of Institutions
135Shares Held
10.7MCall Options Held
0Put Options Held
0-
American Century Companies Inc Kansas City, MO1.47MShares$82.2 Million0.04% of portfolio
-
Merriman Wealth Management, LLC798KShares$44.6 Million1.6% of portfolio
-
Ccm Investment Group, LLC Northfield, MN796KShares$44.6 Million3.99% of portfolio
-
Empowered Funds, LLC786KShares$44 Million0.5% of portfolio
-
Armbruster Capital Management, Inc.340KShares$19 Million3.31% of portfolio