A detailed history of Beaird Harris Wealth Management, LLC transactions in Affiliated Managers Group, Inc. stock. As of the latest transaction made, Beaird Harris Wealth Management, LLC holds 8 shares of AMG stock, worth $2,066. This represents 0.0% of its overall portfolio holdings.

Number of Shares
8
Previous 5 60.0%
Holding current value
$2,066
Previous $0 Infinity%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025

BUY
$198.72 - $244.34 $596 - $733
3 Added 60.0%
8 $1,000
Q2 2025

Aug 14, 2025

BUY
$143.35 - $197.67 $716 - $988
5 New
5 $0
Q2 2024

Aug 15, 2024

BUY
$148.4 - $169.52 $0 - $0
0 New
0 $0

Others Institutions Holding AMG

About AFFILIATED MANAGERS GROUP, INC.


  • Ticker AMG
  • Exchange OTC
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 38,226,500
  • Market Cap $9.87B
  • Description
  • Affiliated Managers Group, Inc., through its affiliates, operates as an asset management company providing investment management services to mutual funds, institutional clients, and high net worth individuals in the United States. It provides advisory or subadvisory services to mutual funds. These funds are distributed to retail and institutiona...
More about AMG
Track This Portfolio

Track Beaird Harris Wealth Management, LLC Portfolio

Follow Beaird Harris Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beaird Harris Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beaird Harris Wealth Management, LLC with notifications on news.