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 159,761 shares of AVUV stock, worth $16.1 Million. This represents 4.41% of its overall portfolio holdings.
Number of Shares
159,761
Previous 168,899
5.41%
Holding current value
$16.1 Million
Previous $15.2 Million
1.16%
% of portfolio
4.41%
Previous 4.28%
Shares
14 transactions
Others Institutions Holding AVUV
# of Institutions
734Shares Held
99MCall Options Held
18KPut Options Held
12.3K-
Creative Planning Overland Park, KS6.19MShares$624 Million0.59% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.86MShares$390 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.6MShares$363 Million14.61% of portfolio
-
Morgan Stanley New York, NY3.16MShares$319 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$274 Million15.21% of portfolio