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 $1.38 Million. This represents 0.57% of its overall portfolio holdings.
Number of Shares
32,707
Previous 32,707
-0.0%
Holding current value
$1.38 Million
Previous $1.33 Billion
2.02%
% of portfolio
0.57%
Previous 0.58%
Shares
1 transactions
Others Institutions Holding AVIG
# of Institutions
138Shares Held
24.5MCall Options Held
0Put Options Held
0-
Ae Wealth Management LLC4.19MShares$177 Million1.48% of portfolio
-
Simplicity Wealth,Llc2.19MShares$92.6 Million4.04% of portfolio
-
Verus Financial Partners, Inc.1.35MShares$57.2 Million5.83% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO1.21MShares$51.1 Million6.56% of portfolio
-
Pacific Life Fund Advisors LLC Newport Beach, CA1.13MShares$47.7 Million5.04% of portfolio