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 418,034 shares of AVDV stock, worth $30 Million. This represents 2.51% of its overall portfolio holdings.
Number of Shares
418,034
Previous 392,592
6.48%
Holding current value
$30 Million
Previous $27.7 Million
1.94%
% of portfolio
2.51%
Previous 2.57%
Shares
13 transactions
Others Institutions Holding AVDV
# of Institutions
429Shares Held
78.3MCall Options Held
200Put Options Held
500-
Savant Capital, LLC9.88MShares$709 Million5.23% of portfolio
-
Creative Planning Overland Park, KS9.62MShares$690 Million0.61% of portfolio
-
Jones Financial Companies Lllp5.89MShares$423 Million0.37% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO3.14MShares$225 Million3.72% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$185 Million1.87% of portfolio