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 54,409 shares of AVDV stock, worth $3.95 Million. This represents 3.1% of its overall portfolio holdings.

Number of Shares
54,409
Previous 53,159 2.35%
Holding current value
$3.95 Million
Previous $3.46 Billion 9.68%
% of portfolio
3.1%
Previous 2.86%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 15, 2025
BUY
$63.74 - $71.96 $79,675 - $89,949
1,250 Added 2.35%
54,409 $3.79 Billion
Q4 2024

Mar 07, 2025
BUY
$63.85 - $70.4 $3.39 Million - $3.74 Million
53,159 New
53,159 $3.46 Billion

Others Institutions Holding AVDV

# of Institutions
458
Shares Held
81.4M
Call Options Held
200
Put Options Held
500
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVDV Quotes by TradingView
  • Ticker AVDV
  • Sector ETFs
  • Industry ETFs
More about AVDV
Track This Portfolio

Track Bannerman Wealth Management Group, LLC Portfolio

Follow Bannerman Wealth Management Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bannerman Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bannerman Wealth Management Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email