Oak Wealth Advisors LLC AMERICAN CENTY ETF TR Transaction History

Oak Wealth Advisors LLC

  • $172 Billion
  • Q3 2025
Number of Shares
13,183
Previous 11,696 12.71%
Holding current value
$931 Million
Previous $764 Million 21.84%
% of portfolio
0.54%
Previous 0.49%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 24, 2025
BUY
N/A
1,487 Added 12.71%
13,183 $931 Million
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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