Beaird Harris Wealth Management, LLC American Centy ETF Travantis C 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 Travantis C stock. As of the latest transaction made, Beaird Harris Wealth Management, LLC holds 256,367 shares of AVMU stock, worth $11.5 Million. This represents 1.09% of its overall portfolio holdings.
Number of Shares
256,367
Previous 262,586
2.37%
Holding current value
$11.5 Million
Previous $12.3 Million
4.03%
% of portfolio
1.09%
Previous 1.14%
Shares
5 transactions
Others Institutions Holding AVMU
# of Institutions
41Shares Held
2.35MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc686KShares$30.8 Million0.01% of portfolio
-
Mattern Wealth Management LLC265KShares$11.9 Million2.89% of portfolio
-
Financial Partners Group, Inc Overland Park, KS179KShares$8.03 Million1.24% of portfolio
-
Plancorp, LLC144KShares$6.48 Million0.27% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA93.9KShares$4.22 Million0.01% of portfolio