Oak Wealth Advisors LLC American Centy ETF Tr Avantis Transaction History
Oak Wealth Advisors LLC
- $130 Billion
- Q4 2024
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 260,539 shares of AVDE stock, worth $17.6 Million. This represents 12.3% of its overall portfolio holdings.
Number of Shares
260,539Holding current value
$17.6 Million% of portfolio
12.3%Shares
1 transactions
Others Institutions Holding AVDE
# of Institutions
430Shares Held
81.6MCall Options Held
800Put Options Held
1.6K-
Strategic Financial Concepts, LLC San Antonio, TX6.12MShares$413 Million1.17% of portfolio
-
Annex Advisory Services, LLC4.94MShares$334 Million10.24% of portfolio
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Wealth Enhancement Advisory Services, LLC4.89MShares$330 Million0.61% of portfolio
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Ci Private Wealth, LLC Miami, FL3.38MShares$229 Million0.32% of portfolio
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Rockwood Wealth Management, LLC New Hope, PA2.66MShares$180 Million17.59% of portfolio