Oak Wealth Advisors LLC American Centy ETF Tr Avantis Transaction History

Oak Wealth Advisors LLC

  • $135 Billion
  • Q1 2025

A detailed history of Oak Wealth Advisors LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Oak Wealth Advisors LLC holds 281,321 shares of AVDE stock, worth $20.9 Million. This represents 13.79% of its overall portfolio holdings.

Number of Shares
281,321
Previous 260,539 7.98%
Holding current value
$20.9 Million
Previous $16 Billion 16.6%
% of portfolio
13.79%
Previous 12.3%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
BUY
$60.63 - $68.55 $1.26 Million - $1.42 Million
20,782 Added 7.98%
281,321 $18.6 Billion
Q4 2024

Feb 14, 2025
BUY
$60.9 - $66.69 $15.9 Million - $17.4 Million
260,539 New
260,539 $16 Billion

Others Institutions Holding AVDE

# of Institutions
461
Shares Held
81M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVDE Quotes by TradingView
  • Ticker AVDE
  • Sector ETFs
  • Industry ETFs
More about AVDE
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