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 64,571 shares of AVDV stock, worth $5.82 Million. This represents 3.34% of its overall portfolio holdings.

Number of Shares
64,571
Previous 64,158 0.64%
Holding current value
$5.82 Million
Previous $5.09 Billion 13.02%
% of portfolio
3.34%
Previous 3.26%

Shares

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

Oct 24, 2025
BUY
$79.24 - $89.03 $32,726 - $36,769
413 Added 0.64%
64,571 $5.75 Billion
Q2 2025

Jul 15, 2025
BUY
$61.76 - $79.32 $241,543 - $310,220
3,911 Added 6.49%
64,158 $5.09 Billion
Q1 2025

Apr 23, 2025
BUY
$63.74 - $71.96 $350,442 - $395,636
5,498 Added 10.04%
60,247 $4.2 Billion
Q4 2024

Feb 14, 2025
BUY
$63.85 - $70.4 $3.5 Million - $3.85 Million
54,749 New
54,749 $3.56 Billion

Others Institutions Holding AVDV

# of Institutions
537
Shares Held
116M
Call Options Held
4.1K
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

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