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 8,367 shares of AVRE stock, worth $367,562. This represents 0.11% of its overall portfolio holdings.

Number of Shares
8,367
Previous 12,697 34.1%
Holding current value
$367,562
Previous $546 Million 31.85%
% of portfolio
0.11%
Previous 0.23%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 31, 2025
SELL
$43.53 - $45.34 $188,484 - $196,322
-4,330 Reduced 34.1%
8,367 $372 Million
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
148
Shares Held
12.6M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVRE Quotes by TradingView
  • Ticker AVRE
More about AVRE
Track This Portfolio

Track Bwm Planning, LLC Portfolio

Follow Bwm Planning, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bwm Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bwm Planning, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email