Beaird Harris Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Beaird Harris Wealth Management, LLC
- $1.1 Billion
- Q1 2025
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 3,402 shares of AVSF stock, worth $159,621. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,402
Previous 2,977
14.28%
Holding current value
$159,621
Previous $137,000
16.06%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding AVSF
# of Institutions
69Shares Held
11.2MCall Options Held
0Put Options Held
0-
Prairie View Partners, LLC2.66MShares$125 Million12.11% of portfolio
-
Maseco LLP London,1.57MShares$73.5 Million2.8% of portfolio
-
Verus Financial Partners, Inc.1.5MShares$70.5 Million7.31% of portfolio
-
Simplicity Wealth,Llc1.3MShares$61 Million2.71% of portfolio
-
Pacific Life Fund Advisors LLC Newport Beach, CA504KShares$23.6 Million2.54% of portfolio