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 83,331 shares of AVUV stock, worth $6.88 Million. This represents 5.37% of its overall portfolio holdings.
Number of Shares
83,331
Previous 80,452
3.58%
Holding current value
$6.88 Million
Previous $7.77 Billion
6.47%
% of portfolio
5.37%
Previous 5.97%
Shares
2 transactions
Others Institutions Holding AVUV
# of Institutions
847Shares Held
111MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$660 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$342 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$291 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$286 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$224 Million14.28% of portfolio