Oak Root LLC American Centy ETF Tr Avantis Call Options Transaction History

Oak Root LLC

$792 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding AVDE

# of Institutions

350

Shares Held

69.3M

Call Options Held

0

Put Options Held

0

Annex Advisory Services, LLC

5.76M
Shares

$368 Million
14.0% of portfolio
Strategic Financial Concepts, LLC San Antonio, TX

4.74M
Shares

$303 Million
0.21% of portfolio
Wealth Enhancement Advisory Services, LLC

4.55M
Shares

$291 Million
0.69% of portfolio
Rockwood Wealth Management, LLC New Hope, PA

2.48M
Shares

$158 Million
18.26% of portfolio
Ci Private Wealth, LLC Miami, FL

2.47M
Shares

$158 Million
0.27% of portfolio

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVDE
Sector ETFs
Industry ETFs

More about AVDE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Oak Root LLC, based on Form 13F filings with the SEC.

News

Stay updated on Oak Root LLC with notifications on news.