Oak Root LLC American Centy ETF Tr Avantis Transaction History
Oak Root LLC
- $768 Billion
- Q4 2024
A detailed history of Oak Root LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Oak Root LLC holds 1,516,371 shares of AVDE stock, worth $96.7 Million. This represents 12.12% of its overall portfolio holdings.
Number of Shares
1,516,371
Previous 1,516,371
-0.0%
Holding current value
$96.7 Million
Previous $102 Billion
8.44%
% of portfolio
12.12%
Previous 12.83%
Shares
3 transactions
Others Institutions Holding AVDE
# of Institutions
378Shares Held
73.8MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX6.12MShares$390 Million1.17% of portfolio
-
Annex Advisory Services, LLC4.94MShares$315 Million10.24% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.56MShares$291 Million0.61% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.93MShares$187 Million0.28% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.66MShares$169 Million17.59% of portfolio