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 3,049,727 shares of AVUS stock, worth $291 Million. This represents 37.76% of its overall portfolio holdings.
Number of Shares
3,049,727
Previous 3,036,602
0.43%
Holding current value
$291 Million
Previous $294 Billion
4.28%
% of portfolio
37.76%
Previous 38.32%
Shares
4 transactions
Others Institutions Holding AVUS
# of Institutions
476Shares Held
71.3MCall Options Held
1.4KPut Options Held
100-
American Century Companies Inc Kansas City, MO3.46MShares$331 Million0.2% of portfolio
-
Annex Advisory Services, LLC2.32MShares$221 Million7.39% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$215 Million9.89% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.15MShares$205 Million0.08% of portfolio
-
Vista Wealth Management Group, LLC1.66MShares$158 Million10.44% of portfolio