Peak Asset Management, LLC American Centy ETF Tr Avantis Transaction History
Peak Asset Management, LLC
- $519 Million
- Q3 2024
A detailed history of Peak Asset Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Peak Asset Management, LLC holds 135,501 shares of AVUV stock, worth $13 Million. This represents 2.51% of its overall portfolio holdings.
Number of Shares
135,501
Previous 121,317
11.69%
Holding current value
$13 Million
Previous $10.9 Million
19.45%
% of portfolio
2.51%
Previous 2.18%
Shares
7 transactions
Others Institutions Holding AVUV
# of Institutions
735Shares Held
99MCall Options Held
18KPut Options Held
12.3K-
Creative Planning Overland Park, KS6.19MShares$594 Million0.59% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.86MShares$371 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.6MShares$346 Million14.61% of portfolio
-
Morgan Stanley New York, NY3.16MShares$303 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$261 Million15.21% of portfolio