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 128,919 shares of AVIV stock, worth $6.97 Million. This represents 0.67% of its overall portfolio holdings.
Number of Shares
128,919
Previous 129,523
0.47%
Holding current value
$6.97 Million
Previous $6.79 Million
6.55%
% of portfolio
0.67%
Previous 0.67%
Shares
12 transactions
Others Institutions Holding AVIV
# of Institutions
110Shares Held
6.35MCall Options Held
0Put Options Held
0-
Prairie View Partners, LLC1.05MShares$56.6 Million5.68% of portfolio
-
American Century Companies Inc Kansas City, MO930KShares$50.3 Million0.03% of portfolio
-
Atwood & Palmer Inc445KShares$24.1 Million1.61% of portfolio
-
Financial Advisory Service, Inc.260KShares$14.1 Million1.24% of portfolio
-
Life Planning Partners, Inc203KShares$11 Million0.08% of portfolio