Sky Oak Wealth, LLC American Centy ETF Tr Avantis Transaction History
Sky Oak Wealth, LLC
- $494 Million
- Q2 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 42,274 shares of AVUV stock, worth $4.22 Million. This represents 0.78% of its overall portfolio holdings.
Number of Shares
42,274
Previous 100,444
57.91%
Holding current value
$4.22 Million
Previous $8.76 Million
56.01%
% of portfolio
0.78%
Previous 1.93%
Shares
4 transactions
Others Institutions Holding AVUV
# of Institutions
924Shares Held
127MCall Options Held
29.3KPut Options Held
16K-
Creative Planning Overland Park, KS14.6MShares$1.46 Billion1.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.88MShares$488 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$352 Million14.79% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.76MShares$276 Million13.71% of portfolio
-
Morgan Stanley New York, NY2.74MShares$274 Million0.02% of portfolio