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 54,706 shares of AVEM stock, worth $4.24 Million. This represents 1.13% of its overall portfolio holdings.

Number of Shares

54,706

Previous 56,109 2.5%

Holding current value

$4.24 Million

Previous $4.21 Billion 0.02%

% of portfolio

1.13%

Previous 1.25%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 13, 2026	SELL	$73.09 - $78.36 $102,545 - $109,939	-1,403 Reduced 2.5%	54,706 $4.21 Billion
Q3 2025 Oct 31, 2025	BUY	$68.33 - $75.41 $885,966 - $977,766	12,966 Added 30.05%	56,109 $4.21 Billion
Q1 2025 May 14, 2025	BUY	$57.11 - $62.4 $92,461 - $101,025	1,619 Added 3.9%	43,143 $2.6 Billion
Q4 2024 Jan 22, 2025	BUY	$58.59 - $66.14 $226,684 - $255,895	3,869 Added 10.27%	41,524 $2.44 Billion
Q3 2024 Oct 09, 2024	BUY	$57.2 - $65.59 $2.15 Million - $2.47 Million	37,655 New	37,655 $2.43 Billion

Others Institutions Holding AVEM

# of Institutions

735

Shares Held

171M

Call Options Held

Put Options Held

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVEM
Sector ETFs
Industry ETFs

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