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 124,286 shares of AVSC stock, worth $5.77 Million. This represents 0.62% of its overall portfolio holdings.
Number of Shares
124,286
Previous 125,864
1.25%
Holding current value
$5.77 Million
Previous $6.8 Million
0.63%
% of portfolio
0.62%
Previous 0.63%
Shares
11 transactions
Others Institutions Holding AVSC
# of Institutions
149Shares Held
35.6MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO11.5MShares$533 Million1.54% of portfolio
-
Envestnet Asset Management Inc11.5MShares$532 Million0.19% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA3.42MShares$159 Million9.99% of portfolio
-
Northwestern Mutual Wealth Management CO965KShares$44.8 Million0.04% of portfolio
-
Atlantic Union Bankshares Corp585KShares$27.1 Million1.85% of portfolio