Silver Oak Wealth Advisors Services, LLC American Centy ETF Tr Avantis Transaction History
Silver Oak Wealth Advisors Services, LLC
- $152 Billion
- Q3 2025
A detailed history of Silver Oak Wealth Advisors Services, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Silver Oak Wealth Advisors Services, LLC holds 34,998 shares of AVUV stock, worth $3.42 Million. This represents 2.3% of its overall portfolio holdings.
Number of Shares
34,998
Previous 34,234
2.23%
Holding current value
$3.42 Million
Previous $3.12 Billion
11.69%
% of portfolio
2.3%
Previous 2.25%
Shares
4 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