Kelman Lazarov, Inc. American Centy ETF Tr Avantis Transaction History
Kelman Lazarov, Inc.
- $525 Million
- Q3 2024
A detailed history of Kelman Lazarov, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Kelman Lazarov, Inc. holds 4,938 shares of AVSD stock, worth $278,206. This represents 0.06% of its overall portfolio holdings.
Number of Shares
4,938
Previous 4,938
-0.0%
Holding current value
$278,206
Previous $274,000
9.12%
% of portfolio
0.06%
Previous 0.06%
Shares
3 transactions
Others Institutions Holding AVSD
# of Institutions
47Shares Held
1.36MCall Options Held
0Put Options Held
0-
Clarity Asset Management, Inc. Ames, IA273KShares$15.4 Million11.51% of portfolio
-
Willow Creek Wealth Management Inc. Sebastopol, CA196KShares$11.1 Million1.35% of portfolio
-
Ci Private Wealth, LLC Miami, FL176KShares$9.94 Million0.02% of portfolio
-
Merriman Wealth Management, LLC67.7KShares$3.81 Million0.17% of portfolio
-
Silicon Hills Wealth Management, LLC Austin, TX66.9KShares$3.77 Million1.94% of portfolio