Bwm Planning, LLC American Centy ETF Tr Avantis Transaction History
Bwm Planning, LLC
- $230 Billion
- Q4 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 41,524 shares of AVEM stock, worth $2.57 Million. This represents 1.06% of its overall portfolio holdings.
Number of Shares
41,524
Previous 37,655
10.27%
Holding current value
$2.57 Million
Previous $2.43 Billion
0.36%
% of portfolio
1.06%
Previous 1.08%
Shares
2 transactions
Others Institutions Holding AVEM
# of Institutions
527Shares Held
121MCall Options Held
0Put Options Held
0-
Savant Capital, LLC16.6MShares$1.03 Billion7.93% of portfolio
-
Envestnet Asset Management Inc14.9MShares$924 Million0.29% of portfolio
-
Mercer Global Advisors Inc Denver, CO8.03MShares$497 Million1.17% of portfolio
-
Morgan Stanley New York, NY4.99MShares$309 Million0.02% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX2.89MShares$179 Million0.55% of portfolio