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 4,890 shares of AVSD stock, worth $293,889. This represents 0.21% of its overall portfolio holdings.

Number of Shares

4,890

Holding current value

$293,889

% of portfolio

0.21%

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

Shares Held

1.42M

Call Options Held

Put Options Held

Clarity Asset Management, Inc. Ames, IA

276K
Shares

$16.6 Million
10.02% of portfolio
Willow Creek Wealth Management Inc. Sebastopol, CA

201K
Shares

$12.1 Million
1.19% of portfolio
Ci Private Wealth, LLC Miami, FL

181K
Shares

$10.9 Million
0.02% of portfolio
Merriman Wealth Management, LLC

68.4K
Shares

$4.11 Million
0.17% of portfolio
Silicon Hills Wealth Management, LLC Austin, TX

66.9K
Shares

$4.02 Million
1.94% of portfolio

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVSD
Sector ETFs
Industry ETFs

More about AVSD

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Oak Wealth Advisors LLC American Centy ETF Tr Avantis Transaction History