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
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 01, 2025

BUY
$84.95 - $100.62 $2.18 Million - $2.59 Million
25,719 Added 34.42%
100,444 $8.76 Million
Q4 2024

Jan 24, 2025

BUY
$94.37 - $106.41 $2.26 Million - $2.55 Million
23,951 Added 47.17%
74,725 $7.21 Million
Q3 2024

Nov 04, 2024

BUY
$88.24 - $99.7 $4.48 Million - $5.06 Million
50,774 New
50,774 $4.87 Million

Others Institutions Holding AVUV

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVUV
  • Sector ETFs
  • Industry ETFs
More about AVUV
Track This Portfolio

Track Sky Oak Wealth, LLC Portfolio

Follow Sky Oak Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sky Oak Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sky Oak Wealth, LLC with notifications on news.