Carson Allaria Wealth Management, Ltd. American Centy ETF Tr Avantis Transaction History
Carson Allaria Wealth Management, Ltd.
- $167 Million
- Q1 2025
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 $22,057. This represents 0.01% of its overall portfolio holdings.
Number of Shares
247
Previous 247
-0.0%
Holding current value
$22,057
Previous $23,000
8.7%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding AVUV
# of Institutions
867Shares Held
120MCall Options Held
20.2KPut Options Held
10.8K-
Creative Planning Overland Park, KS11.2MShares$1 Billion0.92% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.39MShares$392 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$314 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.22MShares$288 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$242 Million14.28% of portfolio