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

Beaird Harris Wealth Management, LLC

  • $1.08 Billion
  • Q4 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 124,286 shares of AVSC stock, worth $6.6 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares
124,286
Previous 125,864 1.25%
Holding current value
$6.6 Million
Previous $6.8 Million 0.63%
% of portfolio
0.62%
Previous 0.63%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
SELL
$52.7 - $59.57 $83,160 - $94,001
-1,578 Reduced 1.25%
124,286 $6.76 Million
Q3 2024

Dec 02, 2024
SELL
$49.07 - $56.13 $46,567 - $53,267
-949 Reduced 0.75%
125,864 $6.8 Million
Q2 2024

Aug 15, 2024
SELL
$47.89 - $52.25 $554,087 - $604,532
-11,570 Reduced 8.36%
126,813 $6.33 Million
Q1 2024

May 15, 2024
SELL
$47.8 - $52.36 $142,635 - $156,242
-2,984 Reduced 2.11%
138,383 $7.25 Million
Q4 2023

Feb 27, 2024
SELL
$41.17 - $52.01 $17,950 - $22,676
-436 Reduced 0.31%
141,367 $7.22 Million
Q3 2023

Nov 15, 2023
SELL
$43.55 - $49.3 $28,002 - $31,699
-643 Reduced 0.45%
141,803 $6.28 Million
Q2 2023

Jul 26, 2023
BUY
$40.98 - $46.23 $185,147 - $208,867
4,518 Added 3.28%
142,446 $6.5 Million
Q1 2023

Apr 24, 2023
SELL
$42.29 - $49.13 $65,380 - $75,954
-1,546 Reduced 1.11%
137,928 $6.08 Million
Q4 2022

Feb 14, 2023
BUY
$40.64 - $46.48 $1.14 Million - $1.3 Million
27,973 Added 25.09%
139,474 $6.05 Million
Q3 2022

Nov 02, 2022
BUY
$39.42 - $47.72 $2.52 Million - $3.05 Million
63,992 Added 134.69%
111,501 $4.41 Million
Q2 2022

Aug 12, 2022
BUY
$40.29 - $48.16 $1.91 Million - $2.29 Million
47,509 New
47,509 $1.95 Million

Others Institutions Holding AVSC

# of Institutions
157
Shares Held
36.3M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVSC Quotes by TradingView
  • Ticker AVSC
More about AVSC
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.

Choose your preferred platform and Sign Up 👇 Telegram Email