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 29,327 shares of AVDV stock, worth $2.29 Million. This represents 0.87% of its overall portfolio holdings.

Number of Shares
29,327
Previous 28,216 3.94%
Holding current value
$2.29 Million
Previous $1.84 Billion 11.38%
% of portfolio
0.87%
Previous 0.8%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
$63.74 - $71.96 $70,815 - $79,947
1,111 Added 3.94%
29,327 $2.05 Billion
Q4 2024

Jan 22, 2025
BUY
$63.85 - $70.4 $259,294 - $285,894
4,061 Added 16.81%
28,216 $1.84 Billion
Q3 2024

Oct 09, 2024
BUY
$62.52 - $71.12 $1.51 Million - $1.72 Million
24,155 New
24,155 $1.71 Billion

Others Institutions Holding AVDV

# of Institutions
461
Shares Held
91M
Call Options Held
300
Put Options Held
100
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVDV Quotes by TradingView
  • Ticker AVDV
  • Sector ETFs
  • Industry ETFs
More about AVDV
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