Number of Shares
55,463.00
Current Holdings Value*
$2.31 Mil
% of Portfolio
1.77%
Total Estimate Gain
$20,233.61
% of Total Estimate Gain
0.88%

BANNERMAN WEALTH MANAGEMENT GROUP, LLC's Avantis Core Fixed Income ETF Holding Summary

As of 2025-06-30, BANNERMAN WEALTH MANAGEMENT GROUP, LLC held 55,463.00 shares of Avantis Core Fixed Income ETF(AVIG), totaling $2.31 Mil. This investment constitutes 1.77% of their stock portfolio, and BANNERMAN WEALTH MANAGEMENT GROUP, LLC now holds 0.21% of the outstanding Avantis Core Fixed Income ETF(AVIG) stock.

The initial trade took place in 2024Q4. And since then BANNERMAN WEALTH MANAGEMENT GROUP, LLC has made 1 purchases of AVIG, at an average price of $41.02, for a total of 56,170.00 shares. In addition, there have been 1 sales at an average price of $40.91 for 707.00 shares. Based on historical transaction data and AVIG's current price of $41.39, BANNERMAN WEALTH MANAGEMENT GROUP, LLC's estimated gain on his AVIG holdings is $20,233.61, reflecting a 0.88% gain to date.

BANNERMAN WEALTH MANAGEMENT GROUP, LLC AVIG ($41.39) Holding Chart

BANNERMAN WEALTH MANAGEMENT GROUP, LLC AVIG ($41.39) 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 %

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