Peak Asset Management, LLC American Centy ETF Tr Avantis Transaction History
Peak Asset Management, LLC
- $516 Million
- Q1 2025
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 147,439 shares of AVUV stock, worth $13.8 Million. This represents 2.49% of its overall portfolio holdings.
Number of Shares
147,439
Previous 139,033
6.05%
Holding current value
$13.8 Million
Previous $13.4 Million
4.23%
% of portfolio
2.49%
Previous 2.54%
Shares
9 transactions
Others Institutions Holding AVUV
# of Institutions
875Shares Held
123MCall Options Held
20.2KPut Options Held
10.8K-
Creative Planning Overland Park, KS11.2MShares$1.05 Billion0.92% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.39MShares$410 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$329 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.22MShares$301 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$254 Million14.28% of portfolio