Number of Shares
54,615.00
Current Holdings Value*
$4.33 Mil
% of Portfolio
3.32%
Total Estimate Gain
$772,932.10
% of Total Estimate Gain
21.01%

BANNERMAN WEALTH MANAGEMENT GROUP, LLC's Avantis International Small Cap Value ETF Holding Summary

As of 2025-06-30, BANNERMAN WEALTH MANAGEMENT GROUP, LLC held 54,615.00 shares of Avantis International Small Cap Value ETF(AVDV), totaling $4.33 Mil. This investment constitutes 3.32% of their stock portfolio, and BANNERMAN WEALTH MANAGEMENT GROUP, LLC now holds 0.04% of the outstanding Avantis International Small Cap Value ETF(AVDV) stock.

The initial trade took place in 2024Q4. And since then BANNERMAN WEALTH MANAGEMENT GROUP, LLC has made 2 purchases of AVDV, at an average price of $67.36, for a total of 54,615.00 shares. Based on historical transaction data and AVDV's current price of $81.51, BANNERMAN WEALTH MANAGEMENT GROUP, LLC's estimated gain on his AVDV holdings is $772,932.10, reflecting a 21.01% gain to date.

BANNERMAN WEALTH MANAGEMENT GROUP, LLC AVDV ($81.51) Holding Chart

BANNERMAN WEALTH MANAGEMENT GROUP, LLC AVDV ($81.51) 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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