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 2,977 shares of AVSF stock, worth $138,222. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,977
Previous 2,977
-0.0%
Holding current value
$138,222
Previous $140,000
2.14%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding AVSF
# of Institutions
64Shares Held
7.19MCall Options Held
0Put Options Held
0-
Prairie View Partners, LLC2.63MShares$122 Million12.66% of portfolio
-
Verus Financial Partners, Inc.1.43MShares$66.4 Million7.36% of portfolio
-
Envestnet Asset Management Inc371KShares$17.2 Million0.01% of portfolio
-
Creative Planning Overland Park, KS343KShares$15.9 Million0.02% of portfolio
-
Pacific Life Fund Advisors LLC Newport Beach, CA288KShares$13.4 Million1.38% of portfolio