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 37,655 shares of AVEM stock, worth $2.23 Million. This represents 1.08% of its overall portfolio holdings.

Number of Shares

37,655

Holding current value

$2.23 Million

% of portfolio

1.08%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

469

Shares Held

99.3M

Call Options Held

Put Options Held

Savant Capital, LLC

15.4M
Shares

$914 Million
8.48% of portfolio
Envestnet Asset Management Inc

13.8M
Shares

$819 Million
0.3% of portfolio
Morgan Stanley New York, NY

4.36M
Shares

$258 Million
0.02% of portfolio
Annex Advisory Services, LLC

2.54M
Shares

$151 Million
5.95% of portfolio
Haverford Trust CO Radnor, PA

2.25M
Shares

$133 Million
1.43% of portfolio

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVEM
Sector ETFs
Industry ETFs

More about AVEM

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