Beaird Harris Wealth Management, LLC American Centy ETF Travantis C Transaction History
Beaird Harris Wealth Management, LLC
- $1.01 Billion
- Q2 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 273,988 shares of AVMU stock, worth $12.7 Million. This represents 1.25% of its overall portfolio holdings.
Number of Shares
273,988
Previous 259,698
5.5%
Holding current value
$12.7 Million
Previous $12.1 Million
4.51%
% of portfolio
1.25%
Previous 1.21%
Shares
3 transactions
Others Institutions Holding AVMU
# of Institutions
42Shares Held
2.29MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc746KShares$34.6 Million0.01% of portfolio
-
Mattern Wealth Management LLC249KShares$11.6 Million2.75% of portfolio
-
Financial Partners Group, Inc Overland Park, KS185KShares$8.6 Million1.32% of portfolio
-
Plancorp, LLC144KShares$6.69 Million0.28% of portfolio
-
Commonwealth Equity Services, LLC76.8KShares$3.56 Million0.01% of portfolio