Oakwell Private Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Oakwell Private Wealth Management, LLC
- $354 Million
- Q2 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 $678,153. This represents 0.18% of its overall portfolio holdings.
Number of Shares
7,113
Previous 7,113
-0.0%
Holding current value
$678,153
Previous $636,000
0.79%
% of portfolio
0.18%
Previous 0.19%
Shares
6 transactions
Others Institutions Holding AVUS
# of Institutions
382Shares Held
76.1MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX14.3MShares$1.36 Billion0.61% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$290 Million36.58% of portfolio
-
American Century Companies Inc Kansas City, MO2.92MShares$279 Million0.17% of portfolio
-
Annex Advisory Services, LLC2.71MShares$259 Million8.98% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$215 Million9.89% of portfolio