D L Carlson Investment Group Inc American Centy ETF Tr Avantis Transaction History
D L Carlson Investment Group Inc
- $528 Million
- Q2 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 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
Others Institutions Holding AVDE
# of Institutions
527Shares Held
90MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC4.73MShares$367 Million0.63% of portfolio
-
Ci Private Wealth, LLC Miami, FL4.05MShares$314 Million0.44% of portfolio
-
American Century Companies Inc Kansas City, MO3.38MShares$262 Million0.14% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.55MShares$198 Million16.59% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.37MShares$184 Million0.23% of portfolio