Cwm, LLC American Centy ETF Tr Avantis Transaction History

Cwm, LLC

$28.4 Billion
Q2 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 $123,231. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,787

Previous 1,787 -0.0%

Holding current value

$123,231

Previous $107,000 13.08%

% 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

2.15M

Call Options Held

Put Options Held

Maseco LLP London,

660K
Shares

$45.5 Million
1.69% of portfolio
Willow Creek Wealth Management Inc. Sebastopol, CA

216K
Shares

$14.9 Million
1.38% of portfolio
Clarity Asset Management, Inc. Ames, IA

189K
Shares

$13 Million
7.3% of portfolio
Ci Private Wealth, LLC Miami, FL

169K
Shares

$11.6 Million
0.02% of portfolio
Raymond James Financial Inc St. Petersburg, FL

88.9K
Shares

$6.13 Million
0.0% of portfolio

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVSD
Sector ETFs
Industry ETFs

More about AVSD

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