Carlson Capital Management American Centy ETF Tr Avantis Transaction History
Carlson Capital Management
- $1.4 Billion
- Q3 2024
A detailed history of Carlson Capital Management transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Carlson Capital Management holds 141,910 shares of AVRE stock, worth $5.95 Million. This represents 0.48% of its overall portfolio holdings.
Number of Shares
141,910
Previous 177,969
20.26%
Holding current value
$5.95 Million
Previous $7.34 Million
8.81%
% of portfolio
0.48%
Previous 0.58%
Shares
4 transactions
Others Institutions Holding AVRE
# of Institutions
116Shares Held
9.04MCall Options Held
0Put Options Held
0-
Empowered Funds, LLC1.07MShares$44.8 Million0.82% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO731KShares$30.7 Million4.16% of portfolio
-
Quantum Financial Advisors, LLC Manhattan Beach, CA386KShares$16.2 Million4.42% of portfolio
-
Physician Wealth Solutions Inc. North Las Vegas, NV311KShares$13 Million7.07% of portfolio
-
Merriman Wealth Management, LLC282KShares$11.8 Million0.56% of portfolio