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

Oakwell Private Wealth Management, LLC

$348 Million
Q3 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 7,113 shares of AVUS stock, worth $693,446. This represents 0.19% of its overall portfolio holdings.

Number of Shares

7,113

Previous 7,113 -0.0%

Holding current value

$693,446

Previous $641,000 5.46%

% of portfolio

0.19%

Previous 0.18%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 26, 2023	SELL	$68.92 - $75.19 $18,884 - $20,602	-274 Reduced 3.71%	7,113 $534,000
Q1 2023 May 04, 2023	BUY	$67.42 - $74.29 $23,664 - $26,075	351 Added 4.99%	7,387 $523,000
Q4 2022 Feb 01, 2023	BUY	$63.25 - $72.69 $105,311 - $121,028	1,665 Added 31.0%	7,036 $478,000
Q3 2022 Oct 27, 2022	SELL	$62.35 - $74.13 $1.13 Million - $1.34 Million	-18,064 Reduced 77.08%	5,371 $335,000
Q2 2022 Aug 03, 2022	BUY	$63.84 - $77.62 $1.03 Million - $1.25 Million	16,110 Added 219.93%	23,435 $1.52 Million
Q1 2022 May 03, 2022	BUY	$71.89 - $81.03 $526,594 - $593,544	7,325 New	7,325 $565,000

Others Institutions Holding AVUS

# of Institutions

399

Shares Held

63M

Call Options Held

Put Options Held

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVUS
Sector ETFs
Industry ETFs

More about AVUS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Oakwell Private Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Oakwell Private Wealth Management, LLC with notifications on news.

Account

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