Beaird Harris Wealth Management, LLC American Centy ETF Travantis C 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 Travantis C stock. As of the latest transaction made, Beaird Harris Wealth Management, LLC holds 253,990 shares of AVMU stock, worth $11.3 Million. This represents 1.05% of its overall portfolio holdings.
Number of Shares
253,990
Previous 256,367
0.93%
Holding current value
$11.3 Million
Previous $11.8 Million
2.32%
% of portfolio
1.05%
Previous 1.09%
Shares
6 transactions
Others Institutions Holding AVMU
# of Institutions
42Shares Held
2.14MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc686KShares$30.5 Million0.01% of portfolio
-
Mattern Wealth Management LLC265KShares$11.8 Million2.89% of portfolio
-
Plancorp, LLC144KShares$6.41 Million0.26% of portfolio
-
Lpl Financial LLC Fort Mill, SC86.5KShares$3.84 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC85.2KShares$3.78 Million0.01% of portfolio