Oak Wealth Advisors LLC American Centy ETF Tr Avantis Transaction History

Oak Wealth Advisors LLC

  • $156 Billion
  • Q2 2025

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 4,890 shares of AVSD stock, worth $337,214. This represents 0.21% of its overall portfolio holdings.

Number of Shares
4,890
Previous 4,890 -0.0%
Holding current value
$337,214
Previous $293 Million 12.63%
% of portfolio
0.21%
Previous 0.22%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$55.57 - $59.89 $271,737 - $292,862
4,890 New
4,890 $272 Million

Others Institutions Holding AVSD

# of Institutions
67
Shares Held
2.15M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVSD Quotes by TradingView
  • Ticker AVSD
  • Sector ETFs
  • Industry ETFs
More about AVSD
Track This Portfolio

Track Oak Wealth Advisors LLC Portfolio

Follow Oak Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Oak Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email