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 207,329 shares of AVUS stock, worth $22.5 Million. This represents 13.41% of its overall portfolio holdings.

Number of Shares
207,329
Previous 234,041 11.41%
Holding current value
$22.5 Million
Previous $21.6 Billion 3.32%
% of portfolio
13.41%
Previous 16.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 15, 2025
SELL
$81.38 - $100.82 $2.17 Million - $2.69 Million
-26,712 Reduced 11.41%
207,329 $20.9 Billion
Q1 2025

Apr 23, 2025
BUY
$90.7 - $101.57 $3.34 Million - $3.74 Million
36,839 Added 18.68%
234,041 $21.6 Billion
Q4 2024

Feb 14, 2025
BUY
$94.36 - $102.06 $18.6 Million - $20.1 Million
197,202 New
197,202 $19.1 Billion

Others Institutions Holding AVUS

# of Institutions
511
Shares Held
77.6M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVUS Quotes by TradingView
  • Ticker AVUS
  • Sector ETFs
  • Industry ETFs
More about AVUS
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