OWA
AVSU icon

Oak Wealth Advisors’s Avantis Responsible US Equity ETF AVSU Stock Holding History

Oak Wealth Advisors’s Portfolio AVSU Stock Details AVSU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$621K Hold
9,058
– – 0.4% 36
2025
Q1 		$565K Buy
9,058
+100
+1% +$6.24K 0.42% 30
2024
Q4 		$592K Buy
+8,958
New +$592K 0.46% 29