Carson Advisory Inc. American Centy ETF Tr Avantis Transaction History
Carson Advisory Inc.
- $135 Million
- Q4 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 2,359 shares of AVUV stock, worth $205,516. This represents 0.17% of its overall portfolio holdings.
Number of Shares
2,359
Previous 2,359
-0.0%
Holding current value
$205,516
Previous $226,000
0.44%
% of portfolio
0.17%
Previous 0.15%
Shares
3 transactions
Others Institutions Holding AVUV
# of Institutions
836Shares Held
111MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$696 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$361 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$307 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$302 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$235 Million15.25% of portfolio