Carson Advisory Inc. American Centy ETF Tr Avantis Transaction History
Carson Advisory Inc.
- $138 Million
- Q1 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 2,300 shares of AVUV stock, worth $214,268. This represents 0.16% of its overall portfolio holdings.
Number of Shares
2,300
Previous 3,114
26.14%
Holding current value
$214,268
Previous $279,000
22.94%
% of portfolio
0.16%
Previous 0.22%
Shares
2 transactions
Others Institutions Holding AVUV
# of Institutions
638Shares Held
79.5MCall Options Held
24.4KPut Options Held
9K-
Creative Planning Overland Park, KS5.3MShares$494 Million0.55% of portfolio
-
Merriman Wealth Management, LLC3.57MShares$332 Million15.48% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.72MShares$254 Million0.14% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.72MShares$253 Million17.62% of portfolio
-
Morgan Stanley New York, NY2.57MShares$240 Million0.02% of portfolio