Kelman Lazarov, Inc. American Centy ETF Tr Avantis Transaction History
Kelman Lazarov, Inc.
- $517 Million
- Q1 2025
A detailed history of Kelman Lazarov, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Kelman Lazarov, Inc. holds 4,235 shares of AVSD stock, worth $279,594. This represents 0.05% of its overall portfolio holdings.
Number of Shares
4,235
Previous 4,938
14.24%
Holding current value
$279,594
Previous $274,000
7.3%
% of portfolio
0.05%
Previous 0.05%
Shares
4 transactions
Others Institutions Holding AVSD
# of Institutions
62Shares Held
1.42MCall Options Held
0Put Options Held
0-
Willow Creek Wealth Management Inc. Sebastopol, CA201KShares$13.3 Million1.19% of portfolio
-
Clarity Asset Management, Inc. Ames, IA189KShares$12.5 Million7.3% of portfolio
-
Ci Private Wealth, LLC Miami, FL169KShares$11.1 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL88.9KShares$5.87 Million0.0% of portfolio
-
Merriman Wealth Management, LLC68.4KShares$4.51 Million0.17% of portfolio