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 486,512 shares of AVUV stock, worth $46.5 Million. This represents 4.32% of its overall portfolio holdings.
Number of Shares
486,512
Previous 446,845
8.88%
Holding current value
$46.5 Million
Previous $41.9 Million
4.24%
% of portfolio
4.32%
Previous 4.2%
Shares
11 transactions
Others Institutions Holding AVUV
# of Institutions
700Shares Held
90.7MCall Options Held
14.4KPut Options Held
4.2K-
Creative Planning Overland Park, KS6.19MShares$592 Million0.59% of portfolio
-
Merriman Wealth Management, LLC3.66MShares$350 Million14.89% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.4MShares$325 Million0.16% of portfolio
-
Morgan Stanley New York, NY2.97MShares$284 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.73MShares$261 Million15.17% of portfolio