D L Carlson Investment Group Inc American Centy ETF Tr Avantis Transaction History
D L Carlson Investment Group Inc
- $507 Million
- Q1 2025
A detailed history of D L Carlson Investment Group Inc transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, D L Carlson Investment Group Inc holds 163,328 shares of AVDE stock, worth $12.3 Million. This represents 2.14% of its overall portfolio holdings.
Number of Shares
163,328Holding current value
$12.3 Million% of portfolio
2.14%Shares
1 transactions
Others Institutions Holding AVDE
# of Institutions
483Shares Held
82.6MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC4.73MShares$357 Million0.63% of portfolio
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Ci Private Wealth, LLC Miami, FL3.89MShares$294 Million0.43% of portfolio
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Rockwood Wealth Management, LLC New Hope, PA2.55MShares$192 Million16.59% of portfolio
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High Tower Advisors, LLC Chicago, IL2.53MShares$191 Million0.23% of portfolio
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Annex Advisory Services, LLC2.34MShares$177 Million5.71% of portfolio