Bull Oak Capital, LLC American Centy ETF Tr Avantis Transaction History
Bull Oak Capital, LLC
- $172 Million
- Q3 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 258,807 shares of AVUS stock, worth $26 Million. This represents 14.35% of its overall portfolio holdings.
Number of Shares
258,807Holding current value
$26 Million% of portfolio
14.35%Shares
4 transactions
Others Institutions Holding AVUS
# of Institutions
409Shares Held
64.6MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX20MShares$2.01 Billion3.83% of portfolio
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Annex Advisory Services, LLC3.56MShares$359 Million11.68% of portfolio
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American Century Companies Inc Kansas City, MO3.11MShares$312 Million0.18% of portfolio
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Oak Root LLC Santa Barbara, CA3.04MShares$306 Million36.46% of portfolio
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Wipfli Financial Advisors Llc,2.26MShares$227 Million9.89% of portfolio