Carlson Capital Management American Centy ETF Tr Avantis Transaction History
Carlson Capital Management
- $1.26 Billion
- Q1 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 689,543 shares of AVUV stock, worth $61.9 Million. This represents 5.15% of its overall portfolio holdings.
Number of Shares
689,543
Previous 970,175
28.93%
Holding current value
$61.9 Million
Previous $87.1 Million
25.83%
% of portfolio
5.15%
Previous 4.48%
Shares
14 transactions
Others Institutions Holding AVUV
# of Institutions
636Shares Held
80.7MCall Options Held
24.4KPut Options Held
9K-
Creative Planning Overland Park, KS5.3MShares$476 Million0.55% of portfolio
-
Merriman Wealth Management, LLC3.57MShares$320 Million15.48% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.72MShares$244 Million0.14% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.72MShares$244 Million17.62% of portfolio
-
Morgan Stanley New York, NY2.57MShares$231 Million0.02% of portfolio