Oak Root LLC American Centy ETF Tr Avantis Transaction History
Oak Root LLC
- $792 Billion
- Q3 2024
A detailed history of Oak Root LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Oak Root LLC holds 3,036,602 shares of AVUS stock, worth $309 Million. This represents 36.46% of its overall portfolio holdings.
Number of Shares
3,036,602
Previous 3,043,506
0.23%
Holding current value
$309 Million
Previous $274 Billion
5.26%
% of portfolio
36.46%
Previous 36.58%
Shares
3 transactions
Others Institutions Holding AVUS
# of Institutions
399Shares Held
63MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC3.39MShares$345 Million11.71% of portfolio
-
American Century Companies Inc Kansas City, MO3.11MShares$316 Million0.18% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$230 Million9.89% of portfolio
-
Envestnet Asset Management Inc1.7MShares$173 Million0.05% of portfolio
-
High Tower Advisors, LLC Chicago, IL1.63MShares$165 Million0.23% of portfolio