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 $18.1 Million. This represents 14.7% of its overall portfolio holdings.
Number of Shares
197,202Holding current value
$18.1 Million% of portfolio
14.7%Shares
1 transactions
Others Institutions Holding AVUS
# of Institutions
461Shares Held
88.5MCall Options Held
1KPut Options Held
100-
Strategic Financial Concepts, LLC San Antonio, TX20MShares$1.83 Billion3.83% of portfolio
-
American Century Companies Inc Kansas City, MO3.23MShares$296 Million0.19% of portfolio
-
Oak Root LLC Santa Barbara, CA3.05MShares$280 Million37.76% of portfolio
-
Annex Advisory Services, LLC2.32MShares$213 Million7.39% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$207 Million9.89% of portfolio