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 1,540 shares of AVSU stock, worth $101,871. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,540

Previous 1,540 -0.0%

Holding current value

$101,871

Previous $102,000 5.88%

% 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	$64.29 - $69.59 $99,006 - $107,168	1,540 New	1,540 $102,000

Others Institutions Holding AVSU

# of Institutions

Shares Held

2.52M

Call Options Held

Put Options Held

Clarity Asset Management, Inc. Ames, IA

453K
Shares

$29.9 Million
18.17% of portfolio
Merriman Wealth Management, LLC

319K
Shares

$21.1 Million
0.92% of portfolio
Silicon Hills Wealth Management, LLC Austin, TX

156K
Shares

$10.4 Million
4.58% of portfolio
Wealth Enhancement Advisory Services, LLC

138K
Shares

$9.12 Million
0.02% of portfolio
Warren Averett Asset Management, LLC Birmingham, AL

138K
Shares

$9.12 Million
0.11% of portfolio

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVSU
Sector ETFs
Industry ETFs

More about AVSU

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