Bull Oak Capital, LLC American Centy ETF Tr Avantis Transaction History
Bull Oak Capital, LLC
- $173 Million
- Q4 2024
A detailed history of Bull Oak Capital, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Bull Oak Capital, LLC holds 123,834 shares of AVUV stock, worth $10.8 Million. This represents 6.9% of its overall portfolio holdings.
Number of Shares
123,834
Previous 123,701
0.11%
Holding current value
$10.8 Million
Previous $11.9 Million
0.71%
% of portfolio
6.9%
Previous 6.92%
Shares
8 transactions
Others Institutions Holding AVUV
# of Institutions
837Shares Held
111MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$700 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$363 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$308 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$303 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$236 Million15.25% of portfolio