Peak Asset Management, LLC American Centy ETF Tr Avantis Transaction History
Peak Asset Management, LLC
- $535 Million
- Q2 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 147,865 shares of AVUV stock, worth $14.8 Million. This represents 2.52% of its overall portfolio holdings.
Number of Shares
147,865
Previous 147,439
0.29%
Holding current value
$14.8 Million
Previous $12.9 Million
4.81%
% of portfolio
2.52%
Previous 2.49%
Shares
10 transactions
Others Institutions Holding AVUV
# of Institutions
924Shares Held
127MCall Options Held
29.3KPut Options Held
16K-
Creative Planning Overland Park, KS14.6MShares$1.46 Billion1.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.88MShares$488 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$352 Million14.79% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.76MShares$276 Million13.71% of portfolio
-
Morgan Stanley New York, NY2.74MShares$274 Million0.02% of portfolio