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 81,905 shares of AVUV stock, worth $7.58 Million. This represents 4.79% of its overall portfolio holdings.
Number of Shares
81,905
Previous 83,331
1.71%
Holding current value
$7.58 Million
Previous $7.26 Billion
2.72%
% of portfolio
4.79%
Previous 5.37%
Shares
3 transactions
Others Institutions Holding AVUV
# of Institutions
891Shares Held
127MCall Options Held
22.5KPut Options Held
10.9K-
Creative Planning Overland Park, KS14.6MShares$1.35 Billion1.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.39MShares$406 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$326 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.22MShares$298 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.76MShares$256 Million13.71% of portfolio