Bannerman Wealth Management Group, LLC Purchases and Sells in Q2 2025

Bannerman Wealth Management Group, LLC

  • $130 Billion
  • Q2 2025

Top Buys

Incresed Positions

15 operations
Stock Shares change Price Range Shares Held Trade History
50.1K
+ 925.95%
$40.41 - $41.62 $2.02M - $2.08M
55.5K $2.31B
3.32K
+ 1.97%
$52.31 - $63.72 $173K - $211K
172K $11B
6.82K
+ 5.12%
$56.85 - $68.21 $387K - $465K
140K $9.55B
1.75K
+ 15.81%
$94.31 - $157.99 $165K - $277K
12.8K $2.03B
2.08K
+ 2.61%
$42.02 - $53.63 $87.4K - $112K
81.7K $4.37B
206
+ 0.38%
$61.76 - $79.32 $12.7K - $16.3K
54.6K $4.33B
View all

New Holdings

2 operations
Stock Shares change Price Range Shares Held Trade History
DIMENSIONAL ETF TRUST
7.99K
New
N/A
7.99K $536M
1.07K
New
$354.56 - $497.45 $379K - $532K
1.07K $532M

Top Sells

Reduced Positions

15 operations
Stock Shares change Price Range Shares Held Trade History
-58.7K
- 14.37%
$41.1 - $42.37 $2.41M - $2.49M
350K $14.8B
-2.33K
- 32.04%
$167.32 - $223.3 $390K - $520K
4.94K $1.08B
-6.74K
- 9.87%
$50.09 - $51.09 $337K - $344K
61.5K $3.14B
-6.44K
- 11.69%
$81.38 - $100.82 $524K - $649K
48.7K $4.91B
-1.21K
- 22.07%
$75.17 - $91.21 $91.2K - $111K
4.28K $390M
-565
- 20.7%
$224.32 - $326.09 $127K - $184K
2.16K $706M
View all
Activity Summary
Buys All Purchases 17 New Holdings 2 Increased Positions 15 Sells All Sells 15 Reductions 15 Sold out 0 Options Calls 0 Puts 0
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