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 83,875 shares of AVRE stock, worth $3.65 Million. This represents 0.32% of its overall portfolio holdings.
Number of Shares
83,875
Previous 84,178
0.36%
Holding current value
$3.65 Million
Previous $3.97 Million
11.39%
% of portfolio
0.32%
Previous 0.37%
Shares
12 transactions
Others Institutions Holding AVRE
# of Institutions
124Shares Held
9.73MCall Options Held
0Put Options Held
0-
Empowered Funds, LLC1.19MShares$51.6 Million0.76% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO764KShares$33.2 Million4.29% of portfolio
-
Quantum Financial Advisors, LLC Manhattan Beach, CA365KShares$15.9 Million3.15% of portfolio
-
Capstone Financial Advisors, Inc. Downers Grove, IL343KShares$14.9 Million0.89% of portfolio
-
Shanker Valleau Wealth Advisors, Inc.322KShares$14 Million4.63% of portfolio