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 157,775 shares of AVUV stock, worth $13.9 Million. This represents 4.49% of its overall portfolio holdings.
Number of Shares
157,775
Previous 147,094
7.26%
Holding current value
$13.9 Million
Previous $13.2 Million
11.93%
% of portfolio
4.49%
Previous 4.62%
Shares
12 transactions
Others Institutions Holding AVUV
# of Institutions
637Shares Held
80.8MCall Options Held
24.4KPut Options Held
9K-
Creative Planning Overland Park, KS5.3MShares$468 Million0.55% of portfolio
-
Merriman Wealth Management, LLC3.57MShares$315 Million15.48% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.72MShares$240 Million0.14% of portfolio
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Mason Investment Advisory Services, Inc. Reston, VA2.72MShares$240 Million17.62% of portfolio
-
Morgan Stanley New York, NY2.57MShares$227 Million0.02% of portfolio