Oak Root LLC American Centy ETF Tr Avantis Transaction History
Oak Root LLC
- $746 Billion
- Q1 2025
A detailed history of Oak Root LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Oak Root LLC holds 3,049,727 shares of AVUS stock, worth $264 Million. This represents 37.76% of its overall portfolio holdings.
Number of Shares
3,049,727
Previous 3,036,602
0.43%
Holding current value
$264 Million
Previous $294 Billion
4.28%
% of portfolio
37.76%
Previous 38.32%
Shares
4 transactions
Others Institutions Holding AVUS
# of Institutions
460Shares Held
87.9MCall Options Held
1KPut Options Held
100-
Strategic Financial Concepts, LLC San Antonio, TX20MShares$1.73 Billion3.83% of portfolio
-
American Century Companies Inc Kansas City, MO3.23MShares$279 Million0.19% of portfolio
-
Annex Advisory Services, LLC2.32MShares$201 Million7.39% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$195 Million9.89% of portfolio
-
Envestnet Asset Management Inc1.73MShares$149 Million0.06% of portfolio