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 68,793 shares of AVEM stock, worth $5.33 Million. This represents 0.89% of its overall portfolio holdings.
Number of Shares
68,793
              Previous 60,783
              
        
           13.18%
        
      
          
        Holding current value
$5.33 Million
            Previous $3.66 Million
            
        
           28.93%
        
      
          
        % of portfolio
0.89%
            Previous 0.72%
          
        Shares
	  2 transactions
	
  Others Institutions Holding AVEM
# of Institutions
672Shares Held
162MCall Options Held
0Put Options Held
0- 
    
      Savant Capital, LLC17.9MShares$1.39 Billion8.01% of portfolio
 - 
    
      Bank Of America Corp Charlotte, NC17.5MShares$1.36 Billion0.09% of portfolio
 - 
    
      Envestnet Asset Management Inc17.5MShares$1.36 Billion0.37% of portfolio
 - 
    
      Mercer Global Advisors Inc Denver, CO8.9MShares$690 Million1.26% of portfolio
 - 
    
      Morgan Stanley New York, NY4.52MShares$351 Million0.02% of portfolio