Bannerman Wealth Management Group, LLC American Centy ETF Tr Avantis Transaction History
Bannerman Wealth Management Group, LLC
- $122 Billion
- Q1 2025
A detailed history of Bannerman Wealth Management Group, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Bannerman Wealth Management Group, LLC holds 8,605 shares of AVDE stock, worth $627,046. This represents 0.47% of its overall portfolio holdings.
Number of Shares
8,605
Previous 8,873
3.02%
Holding current value
$627,046
Previous $545 Million
4.72%
% of portfolio
0.47%
Previous 0.45%
Shares
2 transactions
Others Institutions Holding AVDE
# of Institutions
459Shares Held
81MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC4.73MShares$345 Million0.64% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.89MShares$283 Million0.43% of portfolio
-
Annex Advisory Services, LLC3.79MShares$276 Million8.8% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.84MShares$207 Million19.21% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.53MShares$184 Million0.23% of portfolio