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 543,628 shares of AVEM stock, worth $34.4 Million. This represents 3.29% of its overall portfolio holdings.

Number of Shares
543,628
Previous 688,868 21.08%
Holding current value
$34.4 Million
Previous $39.9 Million 16.82%
% of portfolio
3.29%
Previous 4.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 15, 2024
SELL
$56.42 - $62.42 $8.19 Million - $9.07 Million
-145,240 Reduced 21.08%
543,628 $33.2 Million
Q1 2024

May 15, 2024
BUY
$53.02 - $58.54 $1.96 Million - $2.16 Million
36,881 Added 5.66%
688,868 $39.9 Million
Q4 2023

Feb 27, 2024
BUY
$51.0 - $56.39 $1.48 Million - $1.64 Million
29,002 Added 4.66%
651,987 $36.8 Million
Q3 2023

Nov 15, 2023
BUY
$52.44 - $57.3 $744,280 - $813,258
14,193 Added 2.33%
622,985 $32.9 Million
Q2 2023

Jul 26, 2023
BUY
$51.46 - $55.92 $219,631 - $238,666
4,268 Added 0.71%
608,792 $32.8 Million
Q1 2023

Apr 24, 2023
BUY
$50.27 - $56.2 $608,769 - $680,582
12,110 Added 2.04%
604,524 $32 Million
Q4 2022

Feb 14, 2023
BUY
$44.87 - $52.64 $2.32 Million - $2.72 Million
51,598 Added 9.54%
592,414 $29.9 Million
Q3 2022

Nov 02, 2022
BUY
$45.9 - $53.37 $14.1 Million - $16.4 Million
306,581 Added 130.89%
540,816 $24.8 Million
Q2 2022

Aug 12, 2022
BUY
$51.44 - $61.32 $7 Million - $8.35 Million
136,163 Added 138.84%
234,235 $12.2 Million
Q1 2022

May 27, 2022
BUY
$54.87 - $65.28 $3.99 Million - $4.75 Million
72,720 Added 286.84%
98,072 $5.81 Million
Q4 2021

May 17, 2022
BUY
$60.96 - $66.61 $1.55 Million - $1.69 Million
25,352 New
25,352 $1.61 Million

Others Institutions Holding AVEM

# of Institutions
445
Shares Held
87.3M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVEM Quotes by TradingView
  • Ticker AVEM
  • Sector ETFs
  • Industry ETFs
More about AVEM
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