Great Point Wealth Advisors, LLC American Centy ETF Tr Avantis Call Options Transaction History
Great Point Wealth Advisors, LLC
- $430 Million
- Q2 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding AVEM
# of Institutions
423Shares Held
86MCall Options Held
0Put Options Held
0-
Savant Capital, LLC14.2MShares$856 Million8.52% of portfolio
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Envestnet Asset Management Inc8.16MShares$492 Million0.18% of portfolio
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Morgan Stanley New York, NY3.1MShares$187 Million0.01% of portfolio
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Haverford Trust CO Radnor, PA2.24MShares$135 Million1.44% of portfolio
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Annex Advisory Services, LLC2.23MShares$135 Million5.0% of portfolio