Bwm Planning, LLC American Centy ETF Tr Avantis Transaction History

Bwm Planning, LLC

$225 Billion
Q3 2024

A detailed history of Bwm Planning, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Bwm Planning, LLC holds 73,586 shares of AVUV stock, worth $7.16 Million. This represents 3.13% of its overall portfolio holdings.

Number of Shares

73,586

Holding current value

$7.16 Million

% of portfolio

3.13%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 09, 2024	BUY	$88.24 - $99.7 $6.49 Million - $7.34 Million	73,586 New	73,586 $7.06 Billion

Others Institutions Holding AVUV

# of Institutions

741

Shares Held

99.4M

Call Options Held

18K

Put Options Held

12.3K

Creative Planning Overland Park, KS

6.19M
Shares

$602 Million
0.59% of portfolio
Lpl Financial LLC Fort Mill, SC

3.86M
Shares

$376 Million
0.17% of portfolio
Merriman Wealth Management, LLC

3.6M
Shares

$350 Million
14.61% of portfolio
Morgan Stanley New York, NY

3.16M
Shares

$307 Million
0.02% of portfolio
Mason Investment Advisory Services, Inc. Reston, VA

2.71M
Shares

$264 Million
15.21% of portfolio

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVUV
Sector ETFs
Industry ETFs

More about AVUV

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