Oak Wealth Advisors LLC American Centy ETF Tr Avantis Transaction History

Oak Wealth Advisors LLC

  • $156 Billion
  • Q2 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 120,701 shares of AVEM stock, worth $9.15 Million. This represents 5.31% of its overall portfolio holdings.

Number of Shares
120,701
Previous 124,259 2.86%
Holding current value
$9.15 Million
Previous $7.48 Billion 10.65%
% of portfolio
5.31%
Previous 5.53%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 15, 2025
SELL
$53.08 - $68.54 $188,858 - $243,865
-3,558 Reduced 2.86%
120,701 $8.27 Billion
Q1 2025

Apr 23, 2025
BUY
$57.11 - $62.4 $702,681 - $767,769
12,304 Added 10.99%
124,259 $7.48 Billion
Q4 2024

Feb 14, 2025
BUY
$58.59 - $66.14 $6.56 Million - $7.4 Million
111,955 New
111,955 $6.58 Billion

Others Institutions Holding AVEM

# of Institutions
640
Shares Held
158M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

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