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 $25.7 Million. This represents 14.35% of its overall portfolio holdings.
Number of Shares
258,807Holding current value
$25.7 Million% of portfolio
14.35%Shares
4 transactions
Others Institutions Holding AVUS
# of Institutions
399Shares Held
63MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC3.39MShares$337 Million11.71% of portfolio
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American Century Companies Inc Kansas City, MO3.11MShares$309 Million0.18% of portfolio
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Oak Root LLC Santa Barbara, CA3.04MShares$302 Million36.46% of portfolio
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Wipfli Financial Advisors Llc,2.26MShares$224 Million9.89% of portfolio
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Envestnet Asset Management Inc1.7MShares$169 Million0.05% of portfolio