Silver Oak Wealth Advisors Services, LLC American Centy ETF Tr Avantis Transaction History
Silver Oak Wealth Advisors Services, LLC
- $112 Billion
- Q1 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 36,135 shares of AVUV stock, worth $3.23 Million. This represents 2.81% of its overall portfolio holdings.
Number of Shares
36,135
Previous 34,268
5.45%
Holding current value
$3.23 Million
Previous $3.31 Billion
4.78%
% of portfolio
2.81%
Previous 2.86%
Shares
2 transactions
Others Institutions Holding AVUV
# of Institutions
866Shares Held
120MCall Options Held
20.2KPut Options Held
10.8K-
Creative Planning Overland Park, KS11.2MShares$1 Billion0.92% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.39MShares$392 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$314 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.22MShares$288 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$242 Million14.28% of portfolio