Beaird Harris Wealth Management, LLC American Centy ETF Travantis C Transaction History
Beaird Harris Wealth Management, LLC
- $1.08 Billion
- Q3 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 262,586 shares of AVMU stock, worth $12.2 Million. This represents 1.14% of its overall portfolio holdings.
Number of Shares
262,586
Previous 273,988
4.16%
Holding current value
$12.2 Million
Previous $12.6 Million
2.5%
% of portfolio
1.14%
Previous 1.25%
Shares
4 transactions
Others Institutions Holding AVMU
# of Institutions
42Shares Held
2.28MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc746KShares$34.5 Million0.01% of portfolio
-
Mattern Wealth Management LLC249KShares$11.5 Million2.75% of portfolio
-
Financial Partners Group, Inc Overland Park, KS185KShares$8.58 Million1.32% of portfolio
-
Plancorp, LLC144KShares$6.68 Million0.28% of portfolio
-
Commonwealth Equity Services, LLC76.8KShares$3.55 Million0.01% of portfolio