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American Centy Etf Tr avantis emgmkt shares owned by Oak Wealth Advisors

Quarter-by-quarter ownership of American Centy Etf Tr avantis emgmkt (AVEM) shares owned by Oak Wealth Advisors from 13F filings

Historical chart of Oak Wealth Advisors investment in American Centy Etf Tr avantis emgmkt

Tip: Access up to 7 years of quarterly data

All positions including American Centy Etf Tr avantis emgmkt held by Oak Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in American Centy Etf Tr avantis emgmkt by Oak Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $9.5M 127k 75.11
2025-06-30 $8.3M 121k 68.54

More positions owned by Oak Wealth Advisors

American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Dimensional Etf Trust Us Equity Market (DFUS)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Pimco Etf Tr Multisector Bd (PYLD)

View all positions for Oak Wealth Advisors

Top funds holding American Centy Etf Tr avantis emgmkt

Savant Capital Management
Envestnet Asset Management
Mercer Global Advisors
Wells Fargo & Company
Morgan Stanley
Northwestern Mutual Wealth Management Company
HPM Partners
LPL Financial
American Century Companies
Vantagepoint Investment Advisers
HighTower Advisors
Ameriprise Financial
Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Haverford Trust Company
Jones Financial Companies, L.L

View all funds holding American Centy Etf Tr avantis emgmkt