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 $589,902. This represents 0.27% of its overall portfolio holdings.

Number of Shares

12,697

Holding current value

$589,902

% 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

106

Shares Held

8.76M

Call Options Held

Put Options Held

Empowered Funds, LLC

1.05M
Shares

$48.9 Million
0.78% of portfolio
Hill Investment Group Partners, LLC St. Louis, MO

732K
Shares

$34 Million
4.3% of portfolio
Quantum Financial Advisors, LLC Manhattan Beach, CA

386K
Shares

$17.9 Million
4.42% of portfolio
Capstone Financial Advisors, Inc. Downers Grove, IL

295K
Shares

$13.7 Million
0.8% of portfolio
Shanker Valleau Wealth Advisors, Inc.

282K
Shares

$13.1 Million
4.53% of portfolio

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVRE

More about AVRE

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