Beaird Harris Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Beaird Harris Wealth Management, LLC
- $1.19 Billion
- Q2 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 661,927 shares of AVUV stock, worth $66.6 Million. This represents 5.07% of its overall portfolio holdings.
Number of Shares
661,927
Previous 591,380
11.93%
Holding current value
$66.6 Million
Previous $51.6 Million
16.98%
% of portfolio
5.07%
Previous 4.69%
Shares
15 transactions
Others Institutions Holding AVUV
# of Institutions
920Shares Held
127MCall Options Held
29.3KPut Options Held
16K-
Creative Planning Overland Park, KS14.6MShares$1.47 Billion1.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.88MShares$491 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$354 Million14.79% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.76MShares$278 Million13.71% of portfolio
-
Morgan Stanley New York, NY2.74MShares$276 Million0.02% of portfolio