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 4,084 shares of AVLV stock, worth $296,702. This represents 0.17% of its overall portfolio holdings.
Number of Shares
4,084
Previous 4,423
7.66%
Holding current value
$296,702
Previous $302 Million
2.18%
% of portfolio
0.17%
Previous 0.19%
Shares
2 transactions
Others Institutions Holding AVLV
# of Institutions
420Shares Held
109MCall Options Held
0Put Options Held
0-
Pnc Financial Services Group, Inc. Pittsburgh, PA14.1MShares$1.02 Billion0.63% of portfolio
-
Envestnet Asset Management Inc10.9MShares$792 Million0.24% of portfolio
-
Wealth Enhancement Advisory Services, LLC10MShares$728 Million1.18% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.57MShares$259 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.58MShares$187 Million0.06% of portfolio