Oak Root LLC American Centy ETF Tr Avantis Transaction History
Oak Root LLC
- $792 Billion
- Q3 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 1,516,371 shares of AVDE stock, worth $92.3 Million. This represents 12.83% of its overall portfolio holdings.
Number of Shares
1,516,371
Previous 1,535,164
1.22%
Holding current value
$92.3 Million
Previous $95.6 Billion
6.34%
% of portfolio
12.83%
Previous 12.74%
Shares
3 transactions
Others Institutions Holding AVDE
# of Institutions
359Shares Held
67MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC5.76MShares$351 Million14.0% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.55MShares$277 Million0.69% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.93MShares$179 Million0.28% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.48MShares$151 Million18.26% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.41MShares$147 Million0.24% of portfolio