CarsonAllaria Wealth Management’s Advantage Solutions ADV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.88K Hold
2025
Q1
$2.15K Hold
2024
Q4
$4.16K Hold
2024
Q3
$4.89K Hold
2024
Q2
$4.59K Hold
2024
Q1
$6.17K Hold
2023
Q4
$5.16K Hold
2023
Q3
$4.05K Hold
2023
Q2
$3.33K Hold
2023
Q1
$2.25K Buy
2022
Q4
$2K Buy
2022
Q3
$1K Hold
2022
Q2
$1K Hold
2022
Q1
$2K Hold
2021
Q4
$2K Buy