Sky Oak Wealth, LLC American Centy ETF Tr Focused Transaction History
Sky Oak Wealth, LLC
- $525 Million
- Q3 2025
A detailed history of Sky Oak Wealth, LLC transactions in American Centy ETF Tr Focused stock. As of the latest transaction made, Sky Oak Wealth, LLC holds 41,951 shares of FLV stock, worth $3.1 Million. This represents 0.59% of its overall portfolio holdings.
Number of Shares
41,951
Previous 42,018
0.16%
Holding current value
$3.1 Million
Previous $2.93 Million
5.49%
% of portfolio
0.59%
Previous 0.59%
Shares
6 transactions
Others Institutions Holding FLV
# of Institutions
37Shares Held
2.96MCall Options Held
0Put Options Held
0-
American Century Companies Inc Kansas City, MO987KShares$73 Million0.04% of portfolio
-
Envestnet Asset Management Inc573KShares$42.4 Million0.01% of portfolio
-
Creative Planning Overland Park, KS538KShares$39.8 Million0.03% of portfolio
-
Midwestern Financial, LLC /Ia Iowa City, IA111KShares$8.18 Million7.0% of portfolio
-
Bedel Financial Consulting, Inc.79.5KShares$5.88 Million0.75% of portfolio