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 43,143 shares of AVEM stock, worth $2.99 Million. This represents 1.1% of its overall portfolio holdings.

Number of Shares
43,143
Previous 41,524 3.9%
Holding current value
$2.99 Million
Previous $2.44 Billion 6.34%
% of portfolio
1.1%
Previous 1.06%

Shares

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

May 14, 2025
BUY
$57.11 - $62.4 $92,461 - $101,025
1,619 Added 3.9%
43,143 $2.6 Billion
Q4 2024

Jan 22, 2025
BUY
$58.59 - $66.14 $226,684 - $255,895
3,869 Added 10.27%
41,524 $2.44 Billion
Q3 2024

Oct 09, 2024
BUY
$57.2 - $65.59 $2.15 Million - $2.47 Million
37,655 New
37,655 $2.43 Billion

Others Institutions Holding AVEM

# of Institutions
589
Shares Held
128M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVEM Quotes by TradingView
  • Ticker AVEM
  • Sector ETFs
  • Industry ETFs
More about AVEM
Track This Portfolio

Track Bwm Planning, LLC Portfolio

Follow Bwm Planning, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bwm Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bwm Planning, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email