Beaird Harris Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Beaird Harris Wealth Management, LLC
- $1.01 Billion
- Q2 2024
A detailed history of Beaird Harris Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Beaird Harris Wealth Management, LLC holds 373,627 shares of AVDV stock, worth $25.1 Million. This represents 2.4% of its overall portfolio holdings.
Number of Shares
373,627
Previous 380,058
1.69%
Holding current value
$25.1 Million
Previous $25 Million
3.05%
% of portfolio
2.4%
Previous 2.51%
Shares
11 transactions
Others Institutions Holding AVDV
# of Institutions
356Shares Held
75.6MCall Options Held
100Put Options Held
500-
Jones Financial Companies Lllp16.8MShares$1.13 Billion1.26% of portfolio
-
Savant Capital, LLC7.99MShares$536 Million5.1% of portfolio
-
Creative Planning Overland Park, KS6.34MShares$426 Million0.45% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$173 Million1.87% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.35MShares$158 Million9.46% of portfolio