Carson Advisory Inc. American Centy ETF Tr Avantis Transaction History
Carson Advisory Inc.
- $151 Million
- Q3 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 $238,447. This represents 0.15% of its overall portfolio holdings.
Number of Shares
2,359
Previous 2,300
2.57%
Holding current value
$238,447
Previous $206,000
9.71%
% of portfolio
0.15%
Previous 0.15%
Shares
3 transactions
Others Institutions Holding AVUV
# of Institutions
732Shares Held
99MCall Options Held
18KPut Options Held
12.3K-
Creative Planning Overland Park, KS6.19MShares$625 Million0.59% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.86MShares$390 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.6MShares$364 Million14.61% of portfolio
-
Morgan Stanley New York, NY3.16MShares$319 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$274 Million15.21% of portfolio