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 2,977 shares of AVSF stock, worth $138,430. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,977
Previous 6,423
53.65%
Holding current value
$138,430
Previous $297,000
53.87%
% of portfolio
0.01%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding AVSF
# of Institutions
55Shares Held
4.89MCall Options Held
0Put Options Held
0-
Verus Financial Partners, Inc.1.36MShares$63.4 Million7.34% of portfolio
-
Simplicity Wealth,Llc477KShares$22.2 Million2.17% of portfolio
-
Prairie View Partners, LLC415KShares$19.3 Million2.03% of portfolio
-
Creative Planning Overland Park, KS323KShares$15 Million0.02% of portfolio
-
Envestnet Asset Management Inc318KShares$14.8 Million0.01% of portfolio