Bannerman Wealth Management Group, LLC American Centy ETF Tr Avantis Transaction History
Bannerman Wealth Management Group, LLC
- $136 Billion
- Q3 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 53,657 shares of AVDV stock, worth $4.84 Million. This represents 3.52% of its overall portfolio holdings.
Number of Shares
53,657
Previous 54,615
1.75%
Holding current value
$4.84 Million
Previous $4.33 Billion
10.33%
% of portfolio
3.52%
Previous 3.32%
Shares
4 transactions
Others Institutions Holding AVDV
# of Institutions
537Shares Held
116MCall Options Held
4.1KPut Options Held
0-
Creative Planning Overland Park, KS20.6MShares$1.86 Billion1.42% of portfolio
-
Jones Financial Companies Lllp19.1MShares$1.72 Billion1.16% of portfolio
-
Savant Capital, LLC11.5MShares$1.04 Billion5.76% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO4.04MShares$365 Million4.37% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$233 Million1.87% of portfolio