Oakwell Private Wealth Management, LLC American Centy ETF Tr Avantis Transaction History

Oakwell Private Wealth Management, LLC

  • $357 Million
  • Q4 2024

A detailed history of Oakwell Private Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Oakwell Private Wealth Management, LLC holds 177,332 shares of AVUV stock, worth $17.1 Million. This represents 4.8% of its overall portfolio holdings.

Number of Shares
177,332
Previous 159,761 11.0%
Holding current value
$17.1 Million
Previous $15.3 Million 11.66%
% of portfolio
4.8%
Previous 4.41%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 04, 2025
BUY
$94.37 - $106.41 $1.66 Million - $1.87 Million
17,571 Added 11.0%
177,332 $17.1 Million
Q3 2024

Nov 04, 2024
SELL
$88.24 - $99.7 $806,337 - $911,058
-9,138 Reduced 5.41%
159,761 $15.3 Million
Q2 2024

Aug 08, 2024
BUY
$86.93 - $93.77 $967,009 - $1.04 Million
11,124 Added 7.05%
168,899 $15.2 Million
Q1 2024

Apr 25, 2024
BUY
$84.87 - $93.71 $906,496 - $1 Million
10,681 Added 7.26%
157,775 $14.8 Million
Q4 2023

Feb 05, 2024
BUY
$73.38 - $91.25 $956,288 - $1.19 Million
13,032 Added 9.72%
147,094 $13.2 Million
Q3 2023

Oct 30, 2023
BUY
$75.9 - $84.23 $500,560 - $555,496
6,595 Added 5.17%
134,062 $10.5 Million
Q2 2023

Jul 26, 2023
BUY
$69.33 - $77.71 $1.07 Million - $1.2 Million
15,445 Added 13.79%
127,467 $9.89 Million
Q1 2023

May 04, 2023
BUY
$70.61 - $84.06 $376,139 - $447,787
5,327 Added 4.99%
112,022 $8.3 Million
Q4 2022

Feb 01, 2023
BUY
$68.43 - $80.54 $316,557 - $372,578
4,626 Added 4.53%
106,695 $7.95 Million
Q3 2022

Oct 27, 2022
SELL
$65.42 - $79.96 $614,555 - $751,144
-9,394 Reduced 8.43%
102,069 $6.75 Million
Q2 2022

Aug 03, 2022
BUY
$67.93 - $81.74 $504,108 - $606,592
7,421 Added 7.13%
111,463 $7.62 Million
Q1 2022

May 03, 2022
BUY
$75.32 - $82.57 $651,894 - $714,643
8,655 Added 9.07%
104,042 $8.31 Million
Q4 2021

Jan 21, 2022
BUY
$75.12 - $83.87 $644,604 - $719,688
8,581 Added 9.89%
95,387 $7.61 Million
Q3 2021

Oct 14, 2021
BUY
$69.46 - $77.76 $5.46 Million - $6.11 Million
78,569 Added 953.85%
86,806 $6.56 Million
Q2 2021

Jul 29, 2021
BUY
$71.15 - $79.29 $586,062 - $653,111
8,237 New
8,237 $626,000

Others Institutions Holding AVUV

# of Institutions
808
Shares Held
105M
Call Options Held
15.5K
Put Options Held
12.1K
View Full List

About AMERICAN CENTY ETF TR AVANTIS

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