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 84,313 shares of AVRE stock, worth $3.74 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
84,313
Previous 79,246
6.39%
Holding current value
$3.74 Million
Previous $3.35 Million
3.73%
% of portfolio
0.34%
Previous 0.34%
Shares
10 transactions
Others Institutions Holding AVRE
# of Institutions
116Shares Held
9.04MCall Options Held
0Put Options Held
0-
Empowered Funds, LLC1.07MShares$47.4 Million0.82% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO731KShares$32.4 Million4.16% of portfolio
-
Quantum Financial Advisors, LLC Manhattan Beach, CA386KShares$17.1 Million4.42% of portfolio
-
Physician Wealth Solutions Inc. North Las Vegas, NV311KShares$13.8 Million7.07% of portfolio
-
Merriman Wealth Management, LLC282KShares$12.5 Million0.56% of portfolio