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 111,955 shares of AVEM stock, worth $6.9 Million. This represents 5.06% of its overall portfolio holdings.
Number of Shares
111,955Holding current value
$6.9 Million% of portfolio
5.06%Shares
1 transactions
Others Institutions Holding AVEM
# of Institutions
526Shares Held
121MCall Options Held
0Put Options Held
0-
Savant Capital, LLC16.6MShares$1.02 Billion7.93% of portfolio
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Envestnet Asset Management Inc14.9MShares$919 Million0.29% of portfolio
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Mercer Global Advisors Inc Denver, CO8.03MShares$495 Million1.17% of portfolio
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Morgan Stanley New York, NY4.99MShares$308 Million0.02% of portfolio
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Strategic Financial Concepts, LLC San Antonio, TX2.89MShares$178 Million0.55% of portfolio