Bwm Planning, LLC American Centy ETF Tr Avantis Transaction History

Bwm Planning, LLC

$374 Billion
Q4 2025

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 301,349 shares of AVDE stock, worth $24.2 Million. This represents 6.63% of its overall portfolio holdings.

Number of Shares

301,349

Previous 289,003 4.27%

Holding current value

$24.2 Million

Previous $22.8 Billion 8.79%

% of portfolio

6.63%

Previous 6.79%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 13, 2026	BUY	$77.65 - $81.2 $958,666 - $1 Million	12,346 Added 4.27%	301,349 $24.8 Billion
Q3 2025 Oct 31, 2025	BUY	$73.24 - $79.04 $9.04 Million - $9.76 Million	123,452 Added 74.57%	289,003 $22.8 Billion
Q1 2025 May 14, 2025	BUY	$60.63 - $68.55 $1.11 Million - $1.25 Million	18,284 Added 12.42%	165,551 $11 Billion
Q4 2024 Jan 22, 2025	BUY	$60.9 - $66.69 $1.58 Million - $1.73 Million	25,989 Added 21.43%	147,267 $9.04 Billion
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

551

Shares Held

110M

Call Options Held

Put Options Held

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