D L Carlson Investment Group Inc American Centy ETF Tr Avantis Transaction History
D L Carlson Investment Group Inc
- $574 Million
- Q3 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 75,487 shares of AVEM stock, worth $5.86 Million. This represents 0.99% of its overall portfolio holdings.
Number of Shares
75,487
Previous 68,793
9.73%
Holding current value
$5.86 Million
Previous $4.72 Million
20.23%
% of portfolio
0.99%
Previous 0.89%
Shares
3 transactions
Others Institutions Holding AVEM
# of Institutions
724Shares Held
170MCall Options Held
0Put Options Held
0-
Savant Capital, LLC18.5MShares$1.43 Billion7.78% of portfolio
-
Bank Of America Corp Charlotte, NC18.4MShares$1.43 Billion0.1% of portfolio
-
Envestnet Asset Management Inc10.5MShares$811 Million0.24% of portfolio
-
Mercer Global Advisors Inc Denver, CO9.21MShares$714 Million1.18% of portfolio
-
Morgan Stanley New York, NY5.03MShares$390 Million0.02% of portfolio