Cwm, LLC American Centy ETF Tr Avantis Transaction History

Cwm, LLC

$24.1 Billion
Q4 2024

A detailed history of Cwm, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Cwm, LLC holds 35 shares of AVSC stock, worth $1,694. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$1,694

% of portfolio

0.0%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 04, 2025	BUY	$52.7 - $59.57 $1,844 - $2,084	35 New	35 $2,000
Q2 2024 Jul 09, 2024	BUY	$47.89 - $52.25 $14,127 - $15,413	295 New	295 $15,000

Others Institutions Holding AVSC

# of Institutions

160

Shares Held

36.3M

Call Options Held

Put Options Held

Envestnet Asset Management Inc

12.3M
Shares

$596 Million
0.22% of portfolio
Mercer Global Advisors Inc Denver, CO

11.5M
Shares

$556 Million
1.54% of portfolio
Mason Investment Advisory Services, Inc. Reston, VA

3.36M
Shares

$163 Million
10.71% of portfolio
Northwestern Mutual Wealth Management CO

841K
Shares

$40.7 Million
0.04% of portfolio
Atlantic Union Bankshares Corp

566K
Shares

$27.4 Million
1.91% of portfolio

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVSC

More about AVSC

Track This Portfolio

Portfolio Update

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

News

Stay updated on Cwm, LLC with notifications on news.

Account