Carson Allaria Wealth Management, Ltd. American Centy ETF Tr Avantis Transaction History
Carson Allaria Wealth Management, Ltd.
- $169 Million
- Q4 2024
A detailed history of Carson Allaria Wealth Management, Ltd. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Carson Allaria Wealth Management, Ltd. holds 247 shares of AVUV stock, worth $19,646. This represents 0.01% of its overall portfolio holdings.
Number of Shares
247
Previous 247
-0.0%
Holding current value
$19,646
Previous $23,000
-0.0%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding AVUV
# of Institutions
840Shares Held
111MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$636 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$330 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$280 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$276 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$214 Million15.25% of portfolio