Oak Wealth Advisors LLC AMERICAN CENTY ETF TR Transaction History

Oak Wealth Advisors LLC

  • $156 Billion
  • Q2 2025
Number of Shares
11,696
Previous 7,364 58.83%
Holding current value
$764 Million
Previous $429 Million 77.88%
% of portfolio
0.49%
Previous 0.32%

Shares

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

Jul 15, 2025
BUY
N/A
4,332 Added 58.83%
11,696 $764 Million
Q1 2025

Apr 23, 2025
BUY
N/A
1,781 Added 31.9%
7,364 $429 Million
Q4 2024

Feb 14, 2025
BUY
N/A
5,583 New
5,583 $306 Million
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