Cwm, LLC American Centy ETF Tr Avantis Transaction History

Cwm, LLC

$25.1 Billion
Q1 2025

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 $119,300. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,787

Previous 1,787 -0.0%

Holding current value

$119,300

Previous $100,000 7.0%

% of portfolio

0.0%

Previous 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

Willow Creek Wealth Management Inc. Sebastopol, CA

201K
Shares

$13.4 Million
1.19% of portfolio
Clarity Asset Management, Inc. Ames, IA

189K
Shares

$12.6 Million
7.3% of portfolio
Ci Private Wealth, LLC Miami, FL

169K
Shares

$11.3 Million
0.02% of portfolio
Raymond James Financial Inc St. Petersburg, FL

88.9K
Shares

$5.93 Million
0.0% of portfolio
Merriman Wealth Management, LLC

68.4K
Shares

$4.56 Million
0.17% of portfolio

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVSD
Sector ETFs
Industry ETFs

More about AVSD

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