Bwm Planning, LLC American Centy ETF Tr Avantis Transaction History

Bwm Planning, LLC

$225 Billion
Q3 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 12,697 shares of AVRE stock, worth $532,639. This represents 0.27% of its overall portfolio holdings.

Number of Shares

12,697

Holding current value

$532,639

% of portfolio

0.27%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 09, 2024	BUY	$40.95 - $48.28 $519,942 - $613,011	12,697 New	12,697 $599 Million

Others Institutions Holding AVRE

# of Institutions

116

Shares Held

9.04M

Call Options Held

Put Options Held

Empowered Funds, LLC

1.07M
Shares

$44.8 Million
0.82% of portfolio
Hill Investment Group Partners, LLC St. Louis, MO

731K
Shares

$30.7 Million
4.16% of portfolio
Quantum Financial Advisors, LLC Manhattan Beach, CA

386K
Shares

$16.2 Million
4.42% of portfolio
Physician Wealth Solutions Inc. North Las Vegas, NV

311K
Shares

$13 Million
7.07% of portfolio
Merriman Wealth Management, LLC

282K
Shares

$11.8 Million
0.56% of portfolio

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVRE

More about AVRE

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