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 1,787 shares of AVSD stock, worth $109,596. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,787

Holding current value

$109,596

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 04, 2025	BUY	$55.57 - $59.89 $99,303 - $107,023	1,787 New	1,787 $100,000

Others Institutions Holding AVSD

# of Institutions

Shares Held

1.42M

Call Options Held

Put Options Held

Clarity Asset Management, Inc. Ames, IA

276K
Shares

$17 Million
10.02% of portfolio
Willow Creek Wealth Management Inc. Sebastopol, CA

201K
Shares

$12.3 Million
1.19% of portfolio
Ci Private Wealth, LLC Miami, FL

181K
Shares

$11.1 Million
0.02% of portfolio
Merriman Wealth Management, LLC

68.4K
Shares

$4.19 Million
0.17% of portfolio
Silicon Hills Wealth Management, LLC Austin, TX

66.9K
Shares

$4.1 Million
1.94% of portfolio

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVSD
Sector ETFs
Industry ETFs

More about AVSD

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