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 32,707 shares of AVIG stock, worth $1.34 Million. This represents 0.57% of its overall portfolio holdings.
Number of Shares
32,707
Previous 32,707
-0.0%
Holding current value
$1.34 Million
Previous $1.33 Billion
2.02%
% of portfolio
0.57%
Previous 0.58%
Shares
1 transactions
Others Institutions Holding AVIG
# of Institutions
131Shares Held
22.9MCall Options Held
0Put Options Held
0-
Ae Wealth Management LLC3.74MShares$153 Million1.48% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.11MShares$86.1 Million0.15% of portfolio
-
Verus Financial Partners, Inc.1.31MShares$53.6 Million6.03% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO1.24MShares$50.5 Million7.02% of portfolio
-
Simplicity Wealth,Llc1.03MShares$42.1 Million3.55% of portfolio