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 591,380 shares of AVUV stock, worth $53.9 Million. This represents 4.69% of its overall portfolio holdings.
Number of Shares
591,380
Previous 547,456
8.02%
Holding current value
$53.9 Million
Previous $52.8 Million
2.45%
% of portfolio
4.69%
Previous 4.87%
Shares
14 transactions
Others Institutions Holding AVUV
# of Institutions
867Shares Held
120MCall Options Held
20.2KPut Options Held
10.8K-
Creative Planning Overland Park, KS11.2MShares$1.03 Billion0.92% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.39MShares$400 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$321 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.22MShares$294 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$248 Million14.28% of portfolio