Bannerman Wealth Management Group, LLC American Centy ETF Tr Avantis Transaction History
Bannerman Wealth Management Group, LLC
- $141 Billion
- Q4 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 8,335 shares of AVDE stock, worth $668,883. This represents 0.49% of its overall portfolio holdings.
Number of Shares
8,335
Previous 8,332
0.04%
Holding current value
$668,883
Previous $657 Million
4.37%
% of portfolio
0.49%
Previous 0.48%
Shares
4 transactions
Others Institutions Holding AVDE
# of Institutions
547Shares Held
110MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC5.1MShares$409 Million0.63% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.93MShares$396 Million0.09% of portfolio
-
Envestnet Asset Management Inc4.07MShares$327 Million0.1% of portfolio
-
American Century Companies Inc Kansas City, MO3.67MShares$295 Million0.15% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.61MShares$289 Million0.46% of portfolio