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 547,456 shares of AVUV stock, worth $47.9 Million. This represents 4.87% of its overall portfolio holdings.
Number of Shares
547,456
Previous 515,592
6.18%
Holding current value
$47.9 Million
Previous $49.5 Million
6.82%
% of portfolio
4.87%
Previous 4.58%
Shares
13 transactions
Others Institutions Holding AVUV
# of Institutions
837Shares Held
111MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$700 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$363 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$308 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$303 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$236 Million15.25% of portfolio