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 60,247 shares of AVDV stock, worth $4.83 Million. This represents 3.11% of its overall portfolio holdings.

Number of Shares
60,247
Previous 54,749 10.04%
Holding current value
$4.83 Million
Previous $3.56 Billion 17.92%
% of portfolio
3.11%
Previous 2.74%

Shares

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

Apr 23, 2025
BUY
$63.74 - $71.96 $350,442 - $395,636
5,498 Added 10.04%
60,247 $4.2 Billion
Q4 2024

Feb 14, 2025
BUY
$63.85 - $70.4 $3.5 Million - $3.85 Million
54,749 New
54,749 $3.56 Billion

Others Institutions Holding AVDV

# of Institutions
461
Shares Held
91M
Call Options Held
300
Put Options Held
100
View Full List

About AMERICAN CENTY ETF TR AVANTIS

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