Beaird Harris Wealth Management, LLC American Centy ETF Tr Avantis Transaction History

Beaird Harris Wealth Management, LLC

$1.28 Billion
Q3 2025

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 73,997 shares of AVRE stock, worth $3.26 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares

73,997

Previous 82,555 10.37%

Holding current value

$3.26 Million

Previous $3.65 Million 9.71%

% of portfolio

0.26%

Previous 0.31%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	SELL	$43.53 - $45.34 $372,529 - $388,019	-8,558 Reduced 10.37%	73,997 $3.29 Million
Q2 2025 Aug 14, 2025	SELL	$38.75 - $44.92 $43,865 - $50,849	-1,132 Reduced 1.35%	82,555 $3.65 Million
Q1 2025 May 15, 2025	SELL	$40.62 - $44.31 $7,636 - $8,330	-188 Reduced 0.22%	83,687 $3.6 Million
Q4 2024 Feb 10, 2025	SELL	$41.03 - $46.91 $12,432 - $14,213	-303 Reduced 0.36%	83,875 $3.52 Million
Q3 2024 Dec 02, 2024	SELL	$40.95 - $48.28 $5,528 - $6,517	-135 Reduced 0.16%	84,178 $3.97 Million

Q2 2024 Aug 15, 2024	BUY	$38.89 - $42.05 $197,055 - $213,067	5,067 Added 6.39%	84,313 $3.48 Million
Q1 2024 May 15, 2024	BUY	$40.52 - $43.42 $365,368 - $391,518	9,017 Added 12.84%	79,246 $3.35 Million
Q4 2023 Feb 27, 2024	BUY	$35.51 - $43.68 $985,615 - $1.21 Million	27,756 Added 65.35%	70,229 $3.04 Million
Q3 2023 Nov 15, 2023	BUY	$37.14 - $42.66 $1.39 Million - $1.6 Million	37,500 Added 754.07%	42,473 $1.6 Million
Q2 2023 Jul 26, 2023	BUY	$39.41 - $41.99 $35,941 - $38,294	912 Added 22.46%	4,973 $203,000
Q1 2023 Apr 24, 2023	BUY	$39.04 - $45.85 $117 - $137	3 Added 0.07%	4,061 $168,000
Q4 2022 Feb 14, 2023	BUY	$36.95 - $43.22 $40,681 - $47,585	1,101 Added 37.23%	4,058 $166,000
Q3 2022 Nov 02, 2022	BUY	$38.51 - $49.16 $87,340 - $111,494	2,268 Added 329.17%	2,957 $115,000
Q2 2022 Aug 12, 2022	BUY	$42.75 - $53.95 $28,856 - $36,416	675 Added 4821.43%	689 $31,000
Q1 2022 May 27, 2022	BUY	$48.9 - $55.44 $684 - $776	14 New	14 $1,000

Others Institutions Holding AVRE

# of Institutions

149

Shares Held

12.3M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVRE

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Beaird Harris Wealth Management, LLC American Centy ETF Tr Avantis Transaction History