Oak Root LLC American Centy ETF Tr Avantis Transaction History
Oak Root LLC
- $750 Billion
- Q2 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 1,535,164 shares of AVDE stock, worth $99.5 Million. This represents 12.74% of its overall portfolio holdings.
Number of Shares
1,535,164
Previous 1,535,164
-0.0%
Holding current value
$99.5 Million
Previous $97.9 Billion
2.32%
% of portfolio
12.74%
Previous 13.11%
Shares
2 transactions
Others Institutions Holding AVDE
# of Institutions
343Shares Held
66.3MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX4.74MShares$308 Million0.21% of portfolio
-
Annex Advisory Services, LLC4.46MShares$289 Million10.2% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.35MShares$282 Million0.67% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.47MShares$160 Million0.27% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.36MShares$153 Million0.23% of portfolio