Bull Oak Capital, LLC American Centy ETF Tr Avantis Transaction History
Bull Oak Capital, LLC
- $149 Million
- Q1 2024
A detailed history of Bull Oak Capital, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Bull Oak Capital, LLC holds 46,641 shares of AVDV stock, worth $3.07 Million. This represents 2.06% of its overall portfolio holdings.
Number of Shares
46,641
Previous 327
14163.3%
Holding current value
$3.07 Million
Previous $20,000
15255.0%
% of portfolio
2.06%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding AVDV
# of Institutions
334Shares Held
70.2MCall Options Held
1.1KPut Options Held
0-
Jones Financial Companies Lllp16.5MShares$1.08 Billion1.48% of portfolio
-
Savant Capital, LLC7.32MShares$482 Million5.58% of portfolio
-
Creative Planning Overland Park, KS5.57MShares$367 Million0.41% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.31MShares$152 Million10.5% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.26MShares$149 Million1.69% of portfolio