Bwm Planning, LLC American Centy ETF Tr Avantis Transaction History

Bwm Planning, LLC

  • $230 Billion
  • Q4 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 28,216 shares of AVDV stock, worth $2.03 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares
28,216
Previous 24,155 16.81%
Holding current value
$2.03 Million
Previous $1.71 Billion 7.57%
% of portfolio
0.8%
Previous 0.76%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
454
Shares Held
79.5M
Call Options Held
200
Put Options Held
500
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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