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 $16.5 Million. This represents 4.41% of its overall portfolio holdings.

Number of Shares
159,761
Previous 168,899 5.41%
Holding current value
$16.5 Million
Previous $15.2 Million 1.16%
% of portfolio
4.41%
Previous 4.28%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024

SELL
$88.24 - $99.7 $806,337 - $911,058
-9,138 Reduced 5.41%
159,761 $15.3 Million
Q2 2024

Aug 08, 2024

BUY
$86.93 - $93.77 $967,009 - $1.04 Million
11,124 Added 7.05%
168,899 $15.2 Million
Q1 2024

Apr 25, 2024

BUY
$84.87 - $93.71 $906,496 - $1 Million
10,681 Added 7.26%
157,775 $14.8 Million
Q4 2023

Feb 05, 2024

BUY
$73.38 - $91.25 $956,288 - $1.19 Million
13,032 Added 9.72%
147,094 $13.2 Million
Q3 2023

Oct 30, 2023

BUY
$75.9 - $84.23 $500,560 - $555,496
6,595 Added 5.17%
134,062 $10.5 Million
Q2 2023

Jul 26, 2023

BUY
$69.33 - $77.71 $1.07 Million - $1.2 Million
15,445 Added 13.79%
127,467 $9.89 Million
Q1 2023

May 04, 2023

BUY
$70.61 - $84.06 $376,139 - $447,787
5,327 Added 4.99%
112,022 $8.3 Million
Q4 2022

Feb 01, 2023

BUY
$68.43 - $80.54 $316,557 - $372,578
4,626 Added 4.53%
106,695 $7.95 Million
Q3 2022

Oct 27, 2022

SELL
$65.42 - $79.96 $614,555 - $751,144
-9,394 Reduced 8.43%
102,069 $6.75 Million
Q2 2022

Aug 03, 2022

BUY
$67.93 - $81.74 $504,108 - $606,592
7,421 Added 7.13%
111,463 $7.62 Million
Q1 2022

May 03, 2022

BUY
$75.32 - $82.57 $651,894 - $714,643
8,655 Added 9.07%
104,042 $8.31 Million
Q4 2021

Jan 21, 2022

BUY
$75.12 - $83.87 $644,604 - $719,688
8,581 Added 9.89%
95,387 $7.61 Million
Q3 2021

Oct 14, 2021

BUY
$69.46 - $77.76 $5.46 Million - $6.11 Million
78,569 Added 953.85%
86,806 $6.56 Million
Q2 2021

Jul 29, 2021

BUY
$71.15 - $79.29 $586,062 - $653,111
8,237 New
8,237 $626,000

Others Institutions Holding AVUV

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVUV
  • Sector ETFs
  • Industry ETFs
More about AVUV
Track This Portfolio

Track Oakwell Private Wealth Management, LLC Portfolio

Follow Oakwell Private Wealth Management, LLC and customize your updates to receive the information that matters most to you.

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.