Sky Oak Wealth, LLC American Centy ETF Tr Avantis Transaction History
Sky Oak Wealth, LLC
- $454 Million
- Q1 2025
A detailed history of Sky Oak Wealth, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Sky Oak Wealth, LLC holds 100,444 shares of AVUV stock, worth $8.97 Million. This represents 1.93% of its overall portfolio holdings.
Number of Shares
100,444
Previous 74,725
34.42%
Holding current value
$8.97 Million
Previous $7.21 Million
21.38%
% of portfolio
1.93%
Previous 1.55%
Shares
3 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