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 308,843 shares of AVDE stock, worth $24.8 Million. This represents 14.16% of its overall portfolio holdings.

Number of Shares
308,843
Previous 296,116 4.3%
Holding current value
$24.8 Million
Previous $21.9 Billion 11.19%
% of portfolio
14.16%
Previous 14.06%

Shares

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

Oct 24, 2025
BUY
$73.24 - $79.04 $932,125 - $1.01 Million
12,727 Added 4.3%
308,843 $24.4 Billion
Q2 2025

Jul 15, 2025
BUY
$59.32 - $74.36 $877,639 - $1.1 Million
14,795 Added 5.26%
296,116 $21.9 Billion
Q1 2025

Apr 23, 2025
BUY
$60.63 - $68.55 $1.26 Million - $1.42 Million
20,782 Added 7.98%
281,321 $18.6 Billion
Q4 2024

Feb 14, 2025
BUY
$60.9 - $66.69 $15.9 Million - $17.4 Million
260,539 New
260,539 $16 Billion

Others Institutions Holding AVDE

# of Institutions
546
Shares Held
109M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

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