Oakwell Private Wealth Management, LLC American Centy ETF Tr Avantis Transaction History

Oakwell Private Wealth Management, LLC

  • $434 Million
  • Q2 2025

A detailed history of Oakwell Private Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Oakwell Private Wealth Management, LLC holds 170,192 shares of AVDV stock, worth $15.3 Million. This represents 3.11% of its overall portfolio holdings.

Number of Shares
170,192
Previous 154,296 10.3%
Holding current value
$15.3 Million
Previous $10.8 Million 25.39%
% of portfolio
3.11%
Previous 2.97%

Shares

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

Aug 05, 2025
BUY
$61.76 - $79.32 $981,736 - $1.26 Million
15,896 Added 10.3%
170,192 $13.5 Million
Q1 2025

May 05, 2025
BUY
$63.74 - $71.96 $512,214 - $578,270
8,036 Added 5.49%
154,296 $10.8 Million
Q4 2024

Feb 04, 2025
BUY
$63.85 - $70.4 $823,281 - $907,737
12,894 Added 9.67%
146,260 $9.52 Million
Q3 2024

Nov 04, 2024
SELL
$62.52 - $71.12 $396,876 - $451,469
-6,348 Reduced 4.54%
133,366 $9.42 Million
Q2 2024

Aug 08, 2024
BUY
$63.81 - $68.36 $518,201 - $555,151
8,121 Added 6.17%
139,714 $9.07 Million
Q1 2024

Apr 25, 2024
BUY
$59.95 - $65.89 $805,787 - $885,627
13,441 Added 11.38%
131,593 $8.67 Million
Q4 2023

Feb 05, 2024
BUY
$54.34 - $62.7 $772,388 - $891,217
14,214 Added 13.68%
118,152 $7.38 Million
Q3 2023

Oct 30, 2023
BUY
$56.69 - $60.91 $367,521 - $394,879
6,483 Added 6.65%
103,938 $6.01 Million
Q2 2023

Jul 26, 2023
BUY
$56.07 - $60.13 $527,955 - $566,184
9,416 Added 10.7%
97,455 $5.61 Million
Q1 2023

May 04, 2023
BUY
$55.2 - $60.58 $239,016 - $262,311
4,330 Added 5.17%
88,039 $5.15 Million
Q4 2022

Feb 01, 2023
BUY
$47.39 - $57.3 $644,977 - $779,853
13,610 Added 19.42%
83,709 $4.63 Million
Q3 2022

Oct 27, 2022
SELL
$47.02 - $57.29 $222,216 - $270,752
-4,726 Reduced 6.32%
70,099 $3.33 Million
Q2 2022

Aug 03, 2022
BUY
$52.51 - $63.48 $151,333 - $182,949
2,882 Added 4.01%
74,825 $3.95 Million
Q1 2022

May 03, 2022
BUY
$57.89 - $66.21 $349,829 - $400,107
6,043 Added 9.17%
71,943 $4.5 Million
Q4 2021

Jan 21, 2022
BUY
$61.47 - $67.38 $295,056 - $323,424
4,800 Added 7.86%
65,900 $4.25 Million
Q3 2021

Oct 14, 2021
BUY
$62.22 - $67.58 $3.8 Million - $4.13 Million
61,100 New
61,100 $3.95 Million

Others Institutions Holding AVDV

# of Institutions
505
Shares Held
99.4M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVDV Quotes by TradingView
  • Ticker AVDV
  • Sector ETFs
  • Industry ETFs
More about AVDV
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