Cwm, LLC American Centy ETF Tr Stoxx Us Transaction History

Cwm, LLC

$33.3 Billion
Q3 2025

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 04, 2025	BUY	$60.7 - $64.63 $12,140 - $12,926	200 New	200 $12,000
Q4 2023 Feb 01, 2024	BUY	$46.58 - $53.2 $30,277 - $34,580	650 New	650 $35,000
Q4 2022 Feb 01, 2023	BUY	$42.81 - $49.93 $1,798 - $2,097	42 New	42 $2,000

Others Institutions Holding VALQ

# of Institutions

34

Shares Held

3.62M

Call Options Held

0

Put Options Held

0

American Century Companies Inc Kansas City, MO

1.48M
Shares

$94.2 Million
0.05% of portfolio
Envestnet Asset Management Inc

785K
Shares

$50.1 Million
0.01% of portfolio
Private Advisor Group, LLC

577K
Shares

$36.8 Million
0.2% of portfolio
Synovus Financial Corp Columbus, GA

233K
Shares

$14.9 Million
0.18% of portfolio
Stratos Wealth Advisors, LLC

149K
Shares

$9.53 Million
0.51% of portfolio

About AMERICAN CENTY ETF TR STOXX US

Ticker VALQ
Sector ETFs
Industry ETFs

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