Sky Oak Wealth, LLC American Centy ETF Tr Avantis Transaction History
Sky Oak Wealth, LLC
- $525 Million
- Q3 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 54,281 shares of AVUV stock, worth $5.3 Million. This represents 1.03% of its overall portfolio holdings.
Number of Shares
54,281
Previous 42,274
28.4%
Holding current value
$5.3 Million
Previous $3.85 Million
40.28%
% of portfolio
1.03%
Previous 0.78%
Shares
5 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