Bwm Planning, LLC American Centy ETF Tr Avantis Transaction History

Bwm Planning, LLC

$336 Billion
Q3 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 3,633 shares of AVSC stock, worth $204,683. This represents 0.06% of its overall portfolio holdings.

Number of Shares

3,633

Holding current value

$204,683

% of portfolio

0.06%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 31, 2025	BUY	$51.33 - $58.63 $186,481 - $213,002	3,633 New	3,633 $208 Million

Others Institutions Holding AVSC

# of Institutions

186

Shares Held

30.8M

Call Options Held

Put Options Held

Mercer Global Advisors Inc Denver, CO

14.1M
Shares

$793 Million
1.37% of portfolio
Mason Investment Advisory Services, Inc. Reston, VA

3.51M
Shares

$198 Million
10.01% of portfolio
Northwestern Mutual Wealth Management CO

1.11M
Shares

$62.4 Million
0.04% of portfolio
Wealth Management Nebraska Norfolk, NE

905K
Shares

$51 Million
10.74% of portfolio
Cambridge Associates LLC Boston, MA

838K
Shares

$47.2 Million
0.89% of portfolio

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVSC

More about AVSC

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