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 $3.27 Million. This represents 1.1% of its overall portfolio holdings.
Number of Shares
43,143
Previous 41,524
3.9%
Holding current value
$3.27 Million
Previous $2.44 Billion
6.34%
% of portfolio
1.1%
Previous 1.06%
Shares
3 transactions
Others Institutions Holding AVEM
# of Institutions
653Shares Held
159MCall Options Held
0Put Options Held
0-
Savant Capital, LLC17.9MShares$1.36 Billion8.01% of portfolio
-
Bank Of America Corp Charlotte, NC17.5MShares$1.33 Billion0.09% of portfolio
-
Envestnet Asset Management Inc17.5MShares$1.33 Billion0.37% of portfolio
-
Mercer Global Advisors Inc Denver, CO8.9MShares$675 Million1.26% of portfolio
-
Morgan Stanley New York, NY4.52MShares$343 Million0.02% of portfolio