Peak Asset Management, LLC American Centy ETF Tr Avantis Transaction History
Peak Asset Management, LLC
- $529 Million
- Q4 2024
A detailed history of Peak Asset Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Peak Asset Management, LLC holds 139,033 shares of AVUV stock, worth $12.1 Million. This represents 2.54% of its overall portfolio holdings.
Number of Shares
139,033
Previous 135,501
2.61%
Holding current value
$12.1 Million
Previous $13 Million
3.22%
% of portfolio
2.54%
Previous 2.51%
Shares
8 transactions
Others Institutions Holding AVUV
# of Institutions
840Shares Held
111MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$695 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$360 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$306 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$301 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$234 Million15.25% of portfolio