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 176,984 shares of AVDE stock, worth $13.7 Million. This represents 2.48% of its overall portfolio holdings.

Number of Shares
176,984
Previous 163,328 8.36%
Holding current value
$13.7 Million
Previous $10.8 Million 21.02%
% of portfolio
2.48%
Previous 2.14%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025

BUY
$59.32 - $74.36 $810,073 - $1.02 Million
13,656 Added 8.36%
176,984 $13.1 Million
Q1 2025

May 14, 2025

BUY
$60.63 - $68.55 $9.9 Million - $11.2 Million
163,328 New
163,328 $10.8 Million

Others Institutions Holding AVDE

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVDE
  • Sector ETFs
  • Industry ETFs
More about AVDE
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