Satovsky Asset Management LLC American Centy ETF Tr Avantis Transaction History
Satovsky Asset Management LLC
- $469 Million
- Q2 2025
A detailed history of Satovsky Asset Management LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Satovsky Asset Management LLC holds 619,902 shares of AVUV stock, worth $59 Million. This represents 12.04% of its overall portfolio holdings.
Number of Shares
619,902
Previous 612,625
1.19%
Holding current value
$59 Million
Previous $53.4 Million
5.75%
% of portfolio
12.04%
Previous 11.96%
Shares
14 transactions
Others Institutions Holding AVUV
# of Institutions
927Shares Held
127MCall Options Held
29.3KPut Options Held
16K-
Creative Planning Overland Park, KS14.6MShares$1.39 Billion1.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.88MShares$465 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$335 Million14.79% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.76MShares$263 Million13.71% of portfolio
-
Morgan Stanley New York, NY2.74MShares$261 Million0.02% of portfolio