Oakwell Private Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Oakwell Private Wealth Management, LLC
- $357 Million
- Q4 2024
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 146,260 shares of AVDV stock, worth $10.2 Million. This represents 2.67% of its overall portfolio holdings.
Number of Shares
146,260
Previous 133,366
9.67%
Holding current value
$10.2 Million
Previous $9.42 Million
1.0%
% of portfolio
2.67%
Previous 2.71%
Shares
14 transactions
Others Institutions Holding AVDV
# of Institutions
429Shares Held
78.3MCall Options Held
200Put Options Held
500-
Savant Capital, LLC9.88MShares$689 Million5.23% of portfolio
-
Creative Planning Overland Park, KS9.62MShares$671 Million0.61% of portfolio
-
Jones Financial Companies Lllp5.89MShares$411 Million0.37% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO3.14MShares$219 Million3.72% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$180 Million1.87% of portfolio