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 12,697 shares of AVRE stock, worth $559,302. This represents 0.23% of its overall portfolio holdings.
Number of Shares
12,697
Previous 12,697
-0.0%
Holding current value
$559,302
Previous $532 Million
2.6%
% of portfolio
0.23%
Previous 0.23%
Shares
1 transactions
Others Institutions Holding AVRE
# of Institutions
141Shares Held
12.2MCall Options Held
0Put Options Held
0-
Empowered Funds, LLC1.2MShares$52.9 Million0.76% of portfolio
-
Ccm Investment Group, LLC Northfield, MN1.2MShares$52.9 Million5.44% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO769KShares$33.9 Million4.54% of portfolio
-
Quantum Financial Advisors, LLC Manhattan Beach, CA363KShares$16 Million3.44% of portfolio
-
Shanker Valleau Wealth Advisors, Inc.338KShares$14.9 Million4.5% of portfolio