Bull Oak Capital, LLC American Centy ETF Tr Avantis Transaction History
Bull Oak Capital, LLC
- $173 Million
- Q4 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 257,514 shares of AVUS stock, worth $25.3 Million. This represents 14.41% of its overall portfolio holdings.
Number of Shares
257,514
Previous 258,807
0.5%
Holding current value
$25.3 Million
Previous $24.6 Million
1.36%
% of portfolio
14.41%
Previous 14.35%
Shares
5 transactions
Others Institutions Holding AVUS
# of Institutions
456Shares Held
88MCall Options Held
1KPut Options Held
100-
Strategic Financial Concepts, LLC San Antonio, TX20MShares$1.96 Billion3.83% of portfolio
-
Annex Advisory Services, LLC3.56MShares$350 Million11.68% of portfolio
-
American Century Companies Inc Kansas City, MO3.23MShares$317 Million0.19% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$298 Million38.32% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$222 Million9.89% of portfolio