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 2,977 shares of AVSF stock, worth $137,835. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,977
Previous 6,423
53.65%
Holding current value
$137,835
Previous $297,000
53.87%
% of portfolio
0.01%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding AVSF
# of Institutions
58Shares Held
5.06MCall Options Held
0Put Options Held
0-
Verus Financial Partners, Inc.1.39MShares$64.4 Million7.17% of portfolio
-
Simplicity Wealth,Llc477KShares$22.1 Million2.17% of portfolio
-
Prairie View Partners, LLC415KShares$19.2 Million2.03% of portfolio
-
Envestnet Asset Management Inc353KShares$16.4 Million0.01% of portfolio
-
Creative Planning Overland Park, KS323KShares$15 Million0.02% of portfolio