Oak Wealth Advisors LLC American Centy ETF Tr Avantis Transaction History
Oak Wealth Advisors LLC
- $130 Billion
- Q4 2024
A detailed history of Oak Wealth Advisors LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Oak Wealth Advisors LLC holds 260,539 shares of AVDE stock, worth $17.3 Million. This represents 12.3% of its overall portfolio holdings.
Number of Shares
260,539Holding current value
$17.3 Million% of portfolio
12.3%Shares
1 transactions
Others Institutions Holding AVDE
# of Institutions
424Shares Held
81.2MCall Options Held
800Put Options Held
1.6K-
Strategic Financial Concepts, LLC San Antonio, TX6.12MShares$406 Million1.17% of portfolio
-
Annex Advisory Services, LLC4.94MShares$328 Million10.24% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.56MShares$303 Million0.61% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.38MShares$225 Million0.32% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.66MShares$176 Million17.59% of portfolio