Oak Wealth Advisors LLC American Centy ETF Tr Avantis Transaction History
Oak Wealth Advisors LLC
- $135 Billion
- Q1 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 234,041 shares of AVUS stock, worth $21.2 Million. This represents 16.0% of its overall portfolio holdings.
Number of Shares
234,041
Previous 197,202
18.68%
Holding current value
$21.2 Million
Previous $19.1 Billion
13.11%
% of portfolio
16.0%
Previous 14.7%
Shares
2 transactions
Others Institutions Holding AVUS
# of Institutions
464Shares Held
68.2MCall Options Held
1KPut Options Held
100-
American Century Companies Inc Kansas City, MO3.23MShares$293 Million0.19% of portfolio
-
Oak Root LLC Santa Barbara, CA3.05MShares$276 Million37.76% of portfolio
-
Annex Advisory Services, LLC2.32MShares$210 Million7.39% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$205 Million9.89% of portfolio
-
Vista Wealth Management Group, LLC1.66MShares$150 Million10.44% of portfolio