Carson Advisory Inc. American Centy ETF Tr Avantis Transaction History
Carson Advisory Inc.
- $137 Million
- Q2 2024
A detailed history of Carson Advisory Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Carson Advisory Inc. holds 2,300 shares of AVUV stock, worth $220,064. This represents 0.15% of its overall portfolio holdings.
Number of Shares
2,300
Previous 2,300
-0.0%
Holding current value
$220,064
Previous $215,000
4.19%
% of portfolio
0.15%
Previous 0.16%
Shares
2 transactions
Others Institutions Holding AVUV
# of Institutions
700Shares Held
90.7MCall Options Held
14.4KPut Options Held
4.2K-
Creative Planning Overland Park, KS6.19MShares$592 Million0.59% of portfolio
-
Merriman Wealth Management, LLC3.66MShares$350 Million14.89% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.4MShares$325 Million0.16% of portfolio
-
Morgan Stanley New York, NY2.97MShares$284 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.73MShares$261 Million15.17% of portfolio