Beaird Harris Wealth Management, LLC American Centy ETF Travantis C Transaction History
Beaird Harris Wealth Management, LLC
- $998 Million
- Q1 2024
A detailed history of Beaird Harris Wealth Management, LLC transactions in American Centy ETF Travantis C stock. As of the latest transaction made, Beaird Harris Wealth Management, LLC holds 259,698 shares of AVMU stock, worth $12 Million. This represents 1.21% of its overall portfolio holdings.
Number of Shares
259,698
Previous 260,940
0.48%
Holding current value
$12 Million
Previous $12.2 Million
1.11%
% of portfolio
1.21%
Previous 1.32%
Shares
2 transactions
Others Institutions Holding AVMU
# of Institutions
34Shares Held
2.23MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc645KShares$29.8 Million0.01% of portfolio
-
Mattern Wealth Management LLC229KShares$10.6 Million2.67% of portfolio
-
Financial Partners Group, Inc Overland Park, KS191KShares$8.85 Million1.44% of portfolio
-
Plancorp, LLC144KShares$6.67 Million0.29% of portfolio
-
Forum Financial Management, LP Lombard, IL96.4KShares$4.46 Million0.09% of portfolio