BWM Planning, LLC AVNM Holdings History

Number of Shares
193,078.00
Current Holdings Value*
$11.26 Mil
% of Portfolio
4.76%
Total Estimate Gain
$1.76 Mil
% of Total Estimate Gain
15.96%

BWM Planning, LLC's Avantis All International Markets Equity ETF Holding Summary

As of 2025-03-31, BWM Planning, LLC held 193,078.00 shares of Avantis All International Markets Equity ETF(AVNM), totaling $11.26 Mil. This investment constitutes 4.76% of their stock portfolio, and BWM Planning, LLC now holds 6.48% of the outstanding Avantis All International Markets Equity ETF(AVNM) stock.

The initial trade took place in 2024Q3. And since then BWM Planning, LLC has made 2 purchases of AVNM, at an average price of $57.23, for a total of 193,078.00 shares. Based on historical transaction data and AVNM's current price of $66.37, BWM Planning, LLC's estimated gain on his AVNM holdings is $1.76 Mil, reflecting a 15.96% gain to date.

BWM Planning, LLC AVNM ($66.37) Holding Chart

BWM Planning, LLC AVNM ($66.37) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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