Number of Shares
81,667.00
Current Holdings Value*
$4.37 Mil
% of Portfolio
3.36%
Total Estimate Gain
$481,755.78
% of Total Estimate Gain
11.95%

BANNERMAN WEALTH MANAGEMENT GROUP, LLC's Avantis Emerging Markets Value ETF Holding Summary

As of 2025-06-30, BANNERMAN WEALTH MANAGEMENT GROUP, LLC held 81,667.00 shares of Avantis Emerging Markets Value ETF(AVES), totaling $4.37 Mil. This investment constitutes 3.36% of their stock portfolio, and BANNERMAN WEALTH MANAGEMENT GROUP, LLC now holds 0.6% of the outstanding Avantis Emerging Markets Value ETF(AVES) stock.

The initial trade took place in 2024Q4. And since then BANNERMAN WEALTH MANAGEMENT GROUP, LLC has made 2 purchases of AVES, at an average price of $49.36, for a total of 81,667.00 shares. Based on historical transaction data and AVES's current price of $55.26, BANNERMAN WEALTH MANAGEMENT GROUP, LLC's estimated gain on his AVES holdings is $481,755.78, reflecting a 11.95% gain to date.

BANNERMAN WEALTH MANAGEMENT GROUP, LLC AVES ($55.26) Holding Chart

BANNERMAN WEALTH MANAGEMENT GROUP, LLC AVES ($55.26) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

Top Ranked Articles

  • 1