Sky Oak Wealth, LLC American Centy ETF Tr Avantis Transaction History
Sky Oak Wealth, LLC
- $465 Million
- Q4 2024
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 74,725 shares of AVUV stock, worth $6.5 Million. This represents 1.55% of its overall portfolio holdings.
Number of Shares
74,725
Previous 50,774
47.17%
Holding current value
$6.5 Million
Previous $4.87 Million
48.08%
% of portfolio
1.55%
Previous 1.1%
Shares
2 transactions
Others Institutions Holding AVUV
# of Institutions
837Shares 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$361 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$235 Million15.25% of portfolio