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 55,112 shares of AVUS stock, worth $5.31 Million. This represents 4.16% of its overall portfolio holdings.
Number of Shares
55,112
Previous 55,219
0.19%
Holding current value
$5.31 Million
Previous $5.35 Billion
4.88%
% of portfolio
4.16%
Previous 4.42%
Shares
2 transactions
Others Institutions Holding AVUS
# of Institutions
478Shares Held
71.2MCall Options Held
1.4KPut Options Held
100-
American Century Companies Inc Kansas City, MO3.46MShares$334 Million0.2% of portfolio
-
Oak Root LLC Santa Barbara, CA3.05MShares$294 Million37.76% of portfolio
-
Annex Advisory Services, LLC2.32MShares$223 Million7.39% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$217 Million9.89% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.15MShares$207 Million0.08% of portfolio