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 146,030 shares of AVLV stock, worth $10.6 Million. This represents 7.78% of its overall portfolio holdings.

Number of Shares
146,030
Previous 139,950 4.34%
Holding current value
$10.6 Million
Previous $9.55 Billion 10.54%
% of portfolio
7.78%
Previous 7.32%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 14, 2025
BUY
$68.33 - $72.69 $415,446 - $441,955
6,080 Added 4.34%
146,030 $10.6 Billion
Q2 2025

Jul 15, 2025
BUY
$56.85 - $68.21 $387,432 - $464,851
6,815 Added 5.12%
139,950 $9.55 Billion
Q1 2025

Apr 15, 2025
BUY
$63.51 - $70.42 $247,117 - $274,004
3,891 Added 3.01%
133,135 $8.68 Billion
Q4 2024

Mar 07, 2025
BUY
$65.51 - $71.22 $8.47 Million - $9.2 Million
129,244 New
129,244 $8.63 Billion

Others Institutions Holding AVLV

# of Institutions
420
Shares Held
109M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVLV Quotes by TradingView
  • Ticker AVLV
More about AVLV
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