Oxford Financial Group LTD American Centy ETF Tr Avantis Transaction History
Oxford Financial Group LTD
- $1.76 Billion
- Q3 2025
A detailed history of Oxford Financial Group LTD transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Oxford Financial Group LTD holds 692,014 shares of AVUV stock, worth $67.5 Million. This represents 3.91% of its overall portfolio holdings.
Number of Shares
692,014
Previous 730,259
5.24%
Holding current value
$67.5 Million
Previous $66.5 Million
3.53%
% of portfolio
3.91%
Previous 3.96%
Shares
9 transactions
Others Institutions Holding AVUV
# of Institutions
961Shares Held
135MCall Options Held
36.9KPut Options Held
18.5K-
Creative Planning Overland Park, KS16.8MShares$1.64 Billion1.3% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.11MShares$499 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$344 Million14.79% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.77MShares$270 Million13.72% of portfolio
-
Truepoint, Inc.2.75MShares$268 Million6.55% of portfolio