Ownership history in BWM Planning, LLC · 6 quarters on record
This page tracks every 13F SEC filing in which BWM Planning, LLC reported a position in AMERICAN CENTY ETF TR (AVEM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 54,706 | -1,403 | -2.5% | 1.13% | $4.2M | $76.97 |
| 2025 Q3 | ADDED | 56,109 | +2,223 | +4.1% | 1.25% | $4.2M | $73.91 |
| 2025 Q2 | ADDED | 53,886 | +10,743 | +24.9% | 1.27% | $3.7M | $67.45 |
| 2025 Q1 | ADDED | 43,143 | +1,619 | +3.9% | 1.10% | $2.6M | $58.57 |
| 2024 Q4 | ADDED | 41,524 | +3,869 | +10.3% | 1.06% | $2.4M | $57.23 |
| 2024 Q3 | INITIATED | 37,655 | — | — | 1.08% | $2.4M | $61.56 |
As of 2025 Q4 — sorted by position size