CarsonAllaria Wealth Management »

Advantage Solutions shares owned by CarsonAllaria Wealth Management

Quarter-by-quarter ownership of Advantage Solutions (ADV) shares owned by CarsonAllaria Wealth Management from 13F filings

Historical chart of CarsonAllaria Wealth Management investment in Advantage Solutions

Tip: Access up to 7 years of quarterly data

All positions including Advantage Solutions held by CarsonAllaria Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Advantage Solutions by CarsonAllaria Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $6.2k 1.4k 4.33
2023-12-31 $5.2k 1.4k 3.62
2023-09-30 $4.0k 1.4k 2.84
2023-06-30 $3.3k 1.4k 2.34
2023-03-31 $2.3k 1.4k 1.58
2022-12-31 $2.0k 800 2.50
2022-09-30 $999 300 3.33
2022-06-30 $999 300 3.33
2022-03-31 $2.0k 300 6.67
2021-12-31 $2.0k 300 6.67