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 56,109 shares of AVEM stock, worth $4.35 Million. This represents 1.25% of its overall portfolio holdings.

Number of Shares
56,109
Previous 43,143 30.05%
Holding current value
$4.35 Million
Previous $2.6 Billion 62.35%
% of portfolio
1.25%
Previous 1.1%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 31, 2025

BUY
$68.33 - $75.41 $885,966 - $977,766
12,966 Added 30.05%
56,109 $4.21 Billion
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

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVEM
  • Sector ETFs
  • Industry ETFs
More about AVEM
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