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
Others Institutions Holding AVEM
# of Institutions
589Shares Held
128MCall Options Held
0Put Options Held
0-
Savant Capital, LLC17.7MShares$1.23 Billion8.1% of portfolio
-
Envestnet Asset Management Inc15MShares$1.04 Billion0.3% of portfolio
-
Mercer Global Advisors Inc Denver, CO8.89MShares$617 Million1.24% of portfolio
-
Morgan Stanley New York, NY4.18MShares$290 Million0.02% of portfolio
-
Northwestern Mutual Wealth Management CO2.39MShares$166 Million0.12% of portfolio