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 $6.62 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares
128,919
Previous 129,523 0.47%
Holding current value
$6.62 Million
Previous $6.79 Million 6.55%
% of portfolio
0.67%
Previous 0.67%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Dec 02, 2024
SELL
$50.37 - $56.43 $30,423 - $34,083
-604 Reduced 0.47%
128,919 $7.24 Million
Q2 2024

Aug 15, 2024
SELL
$52.26 - $55.37 $343,557 - $364,002
-6,574 Reduced 4.83%
129,523 $6.79 Million
Q1 2024

May 15, 2024
BUY
$49.42 - $54.08 $77,589 - $84,905
1,570 Added 1.17%
136,097 $7.36 Million
Q4 2023

Feb 27, 2024
BUY
$45.8 - $51.67 $88,577 - $99,929
1,934 Added 1.46%
134,527 $6.93 Million
Q3 2023

Nov 15, 2023
SELL
$47.37 - $50.8 $40,738 - $43,688
-860 Reduced 0.64%
132,593 $6.38 Million
Q2 2023

Jul 26, 2023
SELL
$46.67 - $50.33 $251,504 - $271,228
-5,389 Reduced 3.88%
133,453 $6.49 Million
Q1 2023

Apr 24, 2023
SELL
$45.01 - $49.82 $179,184 - $198,333
-3,981 Reduced 2.79%
138,842 $6.69 Million
Q4 2022

Feb 14, 2023
BUY
$38.26 - $46.54 $1.71 Million - $2.08 Million
44,774 Added 45.66%
142,823 $6.44 Million
Q3 2022

Nov 02, 2022
BUY
$37.72 - $44.87 $3.13 Million - $3.72 Million
83,004 Added 551.7%
98,049 $3.73 Million
Q2 2022

Aug 12, 2022
BUY
$42.17 - $50.68 $530,372 - $637,402
12,577 Added 509.6%
15,045 $640,000
Q1 2022

May 27, 2022
BUY
$46.11 - $53.24 $29,418 - $33,967
638 Added 34.86%
2,468 $124,000
Q4 2021

May 17, 2022
BUY
$48.43 - $52.12 $88,626 - $95,379
1,830 New
1,830 $93,000

Others Institutions Holding AVIV

# of Institutions
111
Shares Held
5.36M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVIV Quotes by TradingView
  • Ticker AVIV
More about AVIV
Track This Portfolio

Track Beaird Harris Wealth Management, LLC Portfolio

Follow Beaird Harris Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beaird Harris Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beaird Harris Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email