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
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025

BUY
$68.33 - $75.41 $457,401 - $504,794
6,694 Added 9.73%
75,487 $5.67 Million
Q2 2025

Aug 13, 2025

BUY
$53.08 - $68.54 $425,170 - $549,005
8,010 Added 13.18%
68,793 $4.72 Million
Q1 2025

May 14, 2025

BUY
$57.11 - $62.4 $3.47 Million - $3.79 Million
60,783 New
60,783 $3.66 Million

Others Institutions Holding AVEM

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVEM
  • Sector ETFs
  • Industry ETFs
More about AVEM
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