BANNERMAN WEALTH MANAGEMENT GROUP, LLC AVLV Holdings History
BANNERMAN WEALTH MANAGEMENT GROUP, LLC's Avantis U.S. Large Cap Value ETF Holding Summary
As of 2025-06-30, BANNERMAN WEALTH MANAGEMENT GROUP, LLC held 139,950.00 shares of Avantis U.S. Large Cap Value ETF(AVLV), totaling $9.55 Mil. This investment constitutes 7.32% of their stock portfolio, and BANNERMAN WEALTH MANAGEMENT GROUP, LLC now holds 0.13% of the outstanding Avantis U.S. Large Cap Value ETF(AVLV) stock.
The initial trade took place in 2024Q4. And since then BANNERMAN WEALTH MANAGEMENT GROUP, LLC has made 2 purchases of AVLV, at an average price of $67.89, for a total of 139,950.00 shares. Based on historical transaction data and AVLV's current price of $69.45, BANNERMAN WEALTH MANAGEMENT GROUP, LLC's estimated gain on his AVLV holdings is $217,832.03, reflecting a 2.29% gain to date.
BANNERMAN WEALTH MANAGEMENT GROUP, LLC AVLV ($69.45) Holding Chart
BANNERMAN WEALTH MANAGEMENT GROUP, LLC AVLV ($69.45) 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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