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 125,864 shares of AVSC stock, worth $6.85 Million. This represents 0.63% of its overall portfolio holdings.
Number of Shares
125,864
Previous 126,813
0.75%
Holding current value
$6.85 Million
Previous $6.33 Million
7.43%
% of portfolio
0.63%
Previous 0.63%
Shares
10 transactions
Others Institutions Holding AVSC
# of Institutions
127Shares Held
22.6MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc12MShares$651 Million0.21% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA3.34MShares$182 Million10.53% of portfolio
-
Northwestern Mutual Wealth Management CO809KShares$44 Million0.04% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA540KShares$29.4 Million7.25% of portfolio
-
Atlantic Union Bankshares Corp537KShares$29.2 Million1.78% of portfolio