Oak Root LLC American Centy ETF Tr Avantis Transaction History
Oak Root LLC
- $746 Billion
- Q1 2025
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 1,523,081 shares of AVDE stock, worth $102 Million. This represents 13.53% of its overall portfolio holdings.
Number of Shares
1,523,081
Previous 1,516,371
0.44%
Holding current value
$102 Million
Previous $93.1 Billion
8.46%
% of portfolio
13.53%
Previous 12.12%
Shares
4 transactions
Others Institutions Holding AVDE
# of Institutions
435Shares Held
82.4MCall Options Held
800Put Options Held
1.6K-
Strategic Financial Concepts, LLC San Antonio, TX6.12MShares$409 Million1.17% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.89MShares$327 Million0.61% of portfolio
-
Annex Advisory Services, LLC3.79MShares$253 Million8.8% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.38MShares$226 Million0.32% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.66MShares$178 Million17.59% of portfolio