Sage Oak Financial, LLC American Centy ETF Tr Avantis Transaction History

Sage Oak Financial, LLC

$109 Billion
Q4 2024

A detailed history of Sage Oak Financial, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Sage Oak Financial, LLC holds 5,327 shares of AVDV stock, worth $362,928. This represents 0.32% of its overall portfolio holdings.

Number of Shares

5,327

Holding current value

$362,928

% of portfolio

0.32%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 10, 2025	BUY	$63.85 - $70.4 $340,128 - $375,020	5,327 New	5,327 $347 Million

Others Institutions Holding AVDV

# of Institutions

411

Shares Held

72.5M

Call Options Held

Put Options Held

200

Savant Capital, LLC

9.88M
Shares

$673 Million
5.23% of portfolio
Creative Planning Overland Park, KS

6.34M
Shares

$432 Million
0.45% of portfolio
Jones Financial Companies Lllp

5.89M
Shares

$401 Million
0.37% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

2.58M
Shares

$176 Million
1.87% of portfolio
Buckingham Strategic Partners Saint Louis, MO

2.52M
Shares

$171 Million
4.07% of portfolio

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVDV
Sector ETFs
Industry ETFs

More about AVDV

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Sage Oak Financial, LLC American Centy ETF Tr Avantis Transaction History