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 121,278 shares of AVDE stock, worth $7.73 Million. This represents 3.61% of its overall portfolio holdings.

Number of Shares

121,278

Holding current value

$7.73 Million

% of portfolio

3.61%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 09, 2024	BUY	$60.09 - $67.67 $7.29 Million - $8.21 Million	121,278 New	121,278 $8.13 Billion

Others Institutions Holding AVDE

# of Institutions

350

Shares Held

69.3M

Call Options Held

Put Options Held

Annex Advisory Services, LLC

5.76M
Shares

$367 Million
14.0% of portfolio
Strategic Financial Concepts, LLC San Antonio, TX

4.74M
Shares

$302 Million
0.21% of portfolio
Wealth Enhancement Advisory Services, LLC

4.55M
Shares

$290 Million
0.69% of portfolio
Rockwood Wealth Management, LLC New Hope, PA

2.48M
Shares

$158 Million
18.26% of portfolio
Ci Private Wealth, LLC Miami, FL

2.47M
Shares

$157 Million
0.27% of portfolio

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVDE
Sector ETFs
Industry ETFs

More about AVDE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Bwm Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bwm Planning, LLC with notifications on news.

Account