BWM Planning, LLC AVNM Holdings History
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 $67.56, BWM Planning, LLC's estimated gain on his AVNM holdings is $1.99 Mil, reflecting a 18.04% gain to date.
BWM Planning, LLC AVNM ($67.56) Holding Chart
BWM Planning, LLC AVNM ($67.56) 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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