Oak Wealth Advisors LLC American Centy ETF Tr Avantis Transaction History

Oak Wealth Advisors LLC

  • $172 Billion
  • Q3 2025

A detailed history of Oak Wealth Advisors LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Oak Wealth Advisors LLC holds 126,622 shares of AVEM stock, worth $9.82 Million. This represents 5.53% of its overall portfolio holdings.

Number of Shares
126,622
Previous 120,701 4.91%
Holding current value
$9.82 Million
Previous $8.27 Billion 14.96%
% of portfolio
5.53%
Previous 5.31%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 24, 2025
BUY
$68.33 - $75.41 $404,581 - $446,502
5,921 Added 4.91%
126,622 $9.51 Billion
Q2 2025

Jul 15, 2025
SELL
$53.08 - $68.54 $188,858 - $243,865
-3,558 Reduced 2.86%
120,701 $8.27 Billion
Q1 2025

Apr 23, 2025
BUY
$57.11 - $62.4 $702,681 - $767,769
12,304 Added 10.99%
124,259 $7.48 Billion
Q4 2024

Feb 14, 2025
BUY
$58.59 - $66.14 $6.56 Million - $7.4 Million
111,955 New
111,955 $6.58 Billion

Others Institutions Holding AVEM

# of Institutions
724
Shares Held
170M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVEM Quotes by TradingView
  • Ticker AVEM
  • Sector ETFs
  • Industry ETFs
More about AVEM
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