Bull Oak Capital, LLC American Centy ETF Tr Avantis Transaction History
Bull Oak Capital, LLC
- $172 Million
- Q3 2024
A detailed history of Bull Oak Capital, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Bull Oak Capital, LLC holds 123,701 shares of AVUV stock, worth $12.1 Million. This represents 6.92% of its overall portfolio holdings.
Number of Shares
123,701Holding current value
$12.1 Million% of portfolio
6.92%Shares
7 transactions
Others Institutions Holding AVUV
# of Institutions
773Shares Held
102MCall Options Held
15.5KPut Options Held
12.1K-
Creative Planning Overland Park, KS6.19MShares$606 Million0.59% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.86MShares$378 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.6MShares$352 Million14.61% of portfolio
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Morgan Stanley New York, NY3.16MShares$309 Million0.02% of portfolio
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Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$266 Million15.21% of portfolio