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 197,202 shares of AVUS stock, worth $20 Million. This represents 14.7% of its overall portfolio holdings.
Number of Shares
197,202Holding current value
$20 Million% of portfolio
14.7%Shares
1 transactions
Others Institutions Holding AVUS
# of Institutions
450Shares Held
87.9MCall Options Held
1KPut Options Held
100-
Strategic Financial Concepts, LLC San Antonio, TX20MShares$2.03 Billion3.83% of portfolio
-
Annex Advisory Services, LLC3.56MShares$362 Million11.68% of portfolio
-
American Century Companies Inc Kansas City, MO3.23MShares$328 Million0.19% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$308 Million38.32% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$229 Million9.89% of portfolio