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 84,178 shares of AVRE stock, worth $3.57 Million. This represents 0.37% of its overall portfolio holdings.
Number of Shares
84,178
Previous 84,313
0.16%
Holding current value
$3.57 Million
Previous $3.48 Million
14.19%
% of portfolio
0.37%
Previous 0.34%
Shares
11 transactions
Others Institutions Holding AVRE
# of Institutions
121Shares Held
9.26MCall Options Held
0Put Options Held
0-
Empowered Funds, LLC1.07MShares$45.4 Million0.82% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO731KShares$31 Million4.16% of portfolio
-
Quantum Financial Advisors, LLC Manhattan Beach, CA365KShares$15.5 Million3.15% of portfolio
-
Shanker Valleau Wealth Advisors, Inc.322KShares$13.6 Million4.63% of portfolio
-
Physician Wealth Solutions Inc. North Las Vegas, NV311KShares$13.2 Million7.07% of portfolio