Satovsky Asset Management LLC American Centy ETF Tr Avantis Transaction History
Satovsky Asset Management LLC
- $437 Million
- Q4 2024
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 614,536 shares of AVUV stock, worth $53.5 Million. This represents 13.58% of its overall portfolio holdings.
Number of Shares
614,536
Previous 622,061
1.21%
Holding current value
$53.5 Million
Previous $59.7 Million
0.61%
% of portfolio
13.58%
Previous 13.46%
Shares
12 transactions
Others Institutions Holding AVUV
# of Institutions
836Shares Held
111MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$696 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$361 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$307 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$302 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$235 Million15.25% of portfolio