Silver Oak Wealth Advisors Services, LLC American Centy ETF Tr Avantis Transaction History
Silver Oak Wealth Advisors Services, LLC
- $139 Billion
- Q2 2025
A detailed history of Silver Oak Wealth Advisors Services, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Silver Oak Wealth Advisors Services, LLC holds 34,234 shares of AVUV stock, worth $3.31 Million. This represents 2.25% of its overall portfolio holdings.
Number of Shares
34,234
Previous 36,135
5.26%
Holding current value
$3.31 Million
Previous $3.15 Billion
0.99%
% of portfolio
2.25%
Previous 2.81%
Shares
3 transactions
Others Institutions Holding AVUV
# of Institutions
893Shares Held
128MCall Options Held
22.5KPut Options Held
10.9K-
Creative Planning Overland Park, KS14.6MShares$1.41 Billion1.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.88MShares$472 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$340 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.22MShares$311 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.76MShares$267 Million13.71% of portfolio