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 $7.94 Million. This represents 3.61% of its overall portfolio holdings.

Number of Shares

121,278

Holding current value

$7.94 Million

% of portfolio

3.61%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 09, 2024	BUY	$60.09 - $67.67 $7.29 Million - $8.21 Million	121,278 New	121,278 $8.13 Billion

Others Institutions Holding AVDE

# of Institutions

348

Shares Held

68.8M

Call Options Held

Put Options Held

Annex Advisory Services, LLC

5.76M
Shares

$377 Million
14.0% of portfolio
Strategic Financial Concepts, LLC San Antonio, TX

4.74M
Shares

$311 Million
0.21% of portfolio
Wealth Enhancement Advisory Services, LLC

4.35M
Shares

$285 Million
0.67% of portfolio
Rockwood Wealth Management, LLC New Hope, PA

2.48M
Shares

$162 Million
18.26% of portfolio
Ci Private Wealth, LLC Miami, FL

2.47M
Shares

$162 Million
0.27% of portfolio

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVDE
Sector ETFs
Industry ETFs

More about AVDE

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