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 1,427,068 shares of AVDE stock, worth $115 Million. This represents 14.2% of its overall portfolio holdings.

Number of Shares
1,427,068
Previous 1,514,299 5.76%
Holding current value
$115 Million
Previous $119 Billion 1.68%
% of portfolio
14.2%
Previous 13.84%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 16, 2026

SELL
$77.65 - $81.2 $6.77 Million - $7.08 Million
-87,231 Reduced 5.76%
1,427,068 $117 Billion
Q2 2025

Jul 15, 2025

SELL
$59.32 - $74.36 $520,948 - $653,029
-8,782 Reduced 0.58%
1,514,299 $112 Billion
Q1 2025

Apr 10, 2025

BUY
$60.63 - $68.55 $406,827 - $459,970
6,710 Added 0.44%
1,523,081 $101 Billion
Q3 2024

Oct 30, 2024

SELL
$60.09 - $67.67 $1.13 Million - $1.27 Million
-18,793 Reduced 1.22%
1,516,371 $102 Billion
Q1 2024

Jul 10, 2024

SELL
$58.3 - $63.83 $79,054 - $86,553
-1,356 Reduced 0.09%
1,535,164 $97.9 Billion
Q4 2023

Jun 24, 2024

BUY
$52.98 - $60.62 $81.4 Million - $93.1 Million
1,536,520 New
1,536,520 $92.9 Billion

Others Institutions Holding AVDE

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVDE
  • Sector ETFs
  • Industry ETFs
More about AVDE
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