Oakwell Private Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Oakwell Private Wealth Management, LLC
- $329 Million
- Q1 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 131,593 shares of AVDV stock, worth $8.79 Million. This represents 2.63% of its overall portfolio holdings.
Number of Shares
131,593
Previous 118,152
11.38%
Holding current value
$8.79 Million
Previous $7.38 Million
17.38%
% of portfolio
2.63%
Previous 2.58%
Shares
11 transactions
Others Institutions Holding AVDV
# of Institutions
336Shares Held
70.1MCall Options Held
1.1KPut Options Held
0-
Jones Financial Companies Lllp16.5MShares$1.1 Billion1.48% of portfolio
-
Savant Capital, LLC7.32MShares$489 Million5.58% of portfolio
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Creative Planning Overland Park, KS5.57MShares$372 Million0.41% of portfolio
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Mason Investment Advisory Services, Inc. Reston, VA2.31MShares$154 Million10.5% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO2.26MShares$151 Million1.69% of portfolio