Oak Root LLC American Centy ETF Tr Avantis Transaction History
Oak Root LLC
- $807 Billion
- Q2 2025
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 1,514,299 shares of AVDE stock, worth $116 Million. This represents 13.88% of its overall portfolio holdings.
Number of Shares
1,514,299
Previous 1,523,081
0.58%
Holding current value
$116 Million
Previous $101 Billion
11.04%
% of portfolio
13.88%
Previous 13.53%
Shares
5 transactions
Others Institutions Holding AVDE
# of Institutions
520Shares Held
89.1MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC4.73MShares$362 Million0.63% of portfolio
-
Ci Private Wealth, LLC Miami, FL4.05MShares$310 Million0.39% of portfolio
-
American Century Companies Inc Kansas City, MO3.38MShares$259 Million0.14% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.55MShares$195 Million16.59% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.37MShares$181 Million0.23% of portfolio