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 4,423 shares of AVLV stock, worth $318,102. This represents 0.19% of its overall portfolio holdings.

Number of Shares

4,423

Holding current value

$318,102

% of portfolio

0.19%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 15, 2025	BUY	$56.85 - $68.21 $251,447 - $301,692	4,423 New	4,423 $302 Million

Others Institutions Holding AVLV

# of Institutions

393

Shares Held

107M

Call Options Held

Put Options Held

Pnc Financial Services Group, Inc. Pittsburgh, PA

16.2M
Shares

$1.16 Billion
0.72% of portfolio
Envestnet Asset Management Inc

11M
Shares

$792 Million
0.23% of portfolio
Wealth Enhancement Advisory Services, LLC

9.65M
Shares

$694 Million
1.18% of portfolio
Ameriprise Financial Inc Minneapolis, MN

3.05M
Shares

$220 Million
0.05% of portfolio
Lpl Financial LLC Fort Mill, SC

2.36M
Shares

$170 Million
0.06% of portfolio

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVLV

More about AVLV

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Oak Wealth Advisors LLC American Centy ETF Tr Avantis Transaction History