Beaird Harris Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Beaird Harris Wealth Management, LLC
- $1.08 Billion
- Q3 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 515,592 shares of AVUV stock, worth $48.8 Million. This represents 4.58% of its overall portfolio holdings.
Number of Shares
515,592
Previous 486,512
5.98%
Holding current value
$48.8 Million
Previous $43.6 Million
13.34%
% of portfolio
4.58%
Previous 4.32%
Shares
12 transactions
Others Institutions Holding AVUV
# of Institutions
735Shares Held
99MCall Options Held
18KPut Options Held
12.3K-
Creative Planning Overland Park, KS6.19MShares$586 Million0.59% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.86MShares$366 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.6MShares$341 Million14.61% of portfolio
-
Morgan Stanley New York, NY3.16MShares$299 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$257 Million15.21% of portfolio