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 32,707 shares of AVIG stock, worth $1.35 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares

32,707

Holding current value

$1.35 Million

% of portfolio

0.62%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 09, 2024	BUY	$40.41 - $42.73 $1.32 Million - $1.4 Million	32,707 New	32,707 $1.39 Billion

Others Institutions Holding AVIG

# of Institutions

104

Shares Held

20.4M

Call Options Held

Put Options Held

Strategic Financial Concepts, LLC San Antonio, TX

4.79M
Shares

$198 Million
0.18% of portfolio
Ci Private Wealth, LLC Miami, FL

1.34M
Shares

$55.5 Million
0.1% of portfolio
Hill Investment Group Partners, LLC St. Louis, MO

1.3M
Shares

$53.8 Million
7.22% of portfolio
Verus Financial Partners, Inc.

1.25M
Shares

$51.6 Million
5.82% of portfolio
Pacific Life Fund Advisors LLC Newport Beach, CA

1.19M
Shares

$49.2 Million
5.0% of portfolio

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVIG
Sector ETFs
Industry ETFs

More about AVIG

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