Sky Oak Wealth, LLC American Centy ETF Tr Avantis Transaction History
Sky Oak Wealth, LLC
- $445 Million
- Q3 2024
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 50,774 shares of AVUV stock, worth $5.12 Million. This represents 1.1% of its overall portfolio holdings.
Number of Shares
50,774Holding current value
$5.12 Million% of portfolio
1.1%Shares
1 transactions
Others Institutions Holding AVUV
# of Institutions
734Shares Held
99MCall Options Held
18KPut Options Held
12.3K-
Creative Planning Overland Park, KS6.19MShares$624 Million0.59% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.86MShares$390 Million0.17% of portfolio
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Merriman Wealth Management, LLC3.6MShares$363 Million14.61% of portfolio
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Morgan Stanley New York, NY3.16MShares$319 Million0.02% of portfolio
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Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$274 Million15.21% of portfolio