BANNERMAN WEALTH MANAGEMENT GROUP, LLC AVUS Holdings History
Number of Shares
48,671.00
Current Holdings Value*
$4.91 Mil
% of Portfolio
3.77%
Total Estimate Gain
$177,917.74
% of Total Estimate Gain
3.28%
BANNERMAN WEALTH MANAGEMENT GROUP, LLC's Avantis U.S. Equity ETF Holding Summary
As of 2025-06-30, BANNERMAN WEALTH MANAGEMENT GROUP, LLC held 48,671.00 shares of Avantis U.S. Equity ETF(AVUS), totaling $4.91 Mil. This investment constitutes 3.77% of their stock portfolio, and BANNERMAN WEALTH MANAGEMENT GROUP, LLC now holds 0.06% of the outstanding Avantis U.S. Equity ETF(AVUS) stock.
The initial trade took place in 2024Q4. In addition, there have been 2 sales at an average price of $93.67 for 6,548.00 shares. Based on historical transaction data and AVUS's current price of $102.51, BANNERMAN WEALTH MANAGEMENT GROUP, LLC's estimated gain on his AVUS holdings is $177,917.74, reflecting a 3.28% gain to date.
BANNERMAN WEALTH MANAGEMENT GROUP, LLC AVUS ($102.51) Holding Chart
BANNERMAN WEALTH MANAGEMENT GROUP, LLC AVUS ($102.51) 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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