Satovsky Asset Management LLC American Centy ETF Tr Avantis Transaction History
Satovsky Asset Management LLC
- $500 Million
- Q3 2025
A detailed history of Satovsky Asset Management LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Satovsky Asset Management LLC holds 619,638 shares of AVUV stock, worth $60.5 Million. This represents 12.34% of its overall portfolio holdings.
Number of Shares
619,638
Previous 619,902
0.04%
Holding current value
$60.5 Million
Previous $56.5 Million
9.21%
% of portfolio
12.34%
Previous 12.04%
Shares
15 transactions
Others Institutions Holding AVUV
# of Institutions
961Shares Held
135MCall Options Held
36.9KPut Options Held
18.5K-
Creative Planning Overland Park, KS16.8MShares$1.64 Billion1.3% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.11MShares$499 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$344 Million14.79% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.77MShares$270 Million13.72% of portfolio
-
Truepoint, Inc.2.75MShares$268 Million6.55% of portfolio