Oak Wealth Advisors LLC AVDE Holdings History
Oak Wealth Advisors LLC's Avantis International Equity ETF Holding Summary
As of 2025-06-30, Oak Wealth Advisors LLC held 296,116.00 shares of Avantis International Equity ETF(AVDE), totaling $21.92 Mil. This investment constitutes 14.06% of their stock portfolio, and Oak Wealth Advisors LLC now holds 0.29% of the outstanding Avantis International Equity ETF(AVDE) stock.
The initial trade took place in 2024Q4. And since then Oak Wealth Advisors LLC has made 2 purchases of AVDE, at an average price of $64.32, for a total of 296,116.00 shares. Based on historical transaction data and AVDE's current price of $74.65, Oak Wealth Advisors LLC's estimated gain on his AVDE holdings is $3.06 Mil, reflecting a 16.05% gain to date.
Oak Wealth Advisors LLC AVDE ($74.65) Holding Chart
Oak Wealth Advisors LLC AVDE ($74.65) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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