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 12,396 shares of AVIG stock, worth $517,904. This represents 0.05% of its overall portfolio holdings.
Number of Shares
12,396
Previous 13,944
11.1%
Holding current value
$517,904
Previous $575,000
12.17%
% of portfolio
0.05%
Previous 0.06%
Shares
3 transactions
Others Institutions Holding AVIG
# of Institutions
97Shares Held
19.6MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX4.79MShares$200 Million0.18% of portfolio
-
Ci Private Wealth, LLC Miami, FL1.34MShares$56.2 Million0.1% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO1.3MShares$54.4 Million7.22% of portfolio
-
Pacific Life Fund Advisors LLC Newport Beach, CA1.21MShares$50.5 Million4.92% of portfolio
-
Verus Financial Partners, Inc.1.2MShares$50.3 Million5.73% of portfolio