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 $110 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
$110 Million
Previous $93.1 Billion
8.46%
% of portfolio
13.53%
Previous 12.12%
Shares
4 transactions
Others Institutions Holding AVDE
# of Institutions
457Shares Held
80.9MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC4.73MShares$340 Million0.64% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.89MShares$280 Million0.43% of portfolio
-
Annex Advisory Services, LLC3.79MShares$273 Million8.8% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.84MShares$205 Million19.21% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.53MShares$182 Million0.23% of portfolio