Wealth Plan Investment Management, LLC American Centy ETF Tr Avantis Call Options Transaction History
Wealth Plan Investment Management, LLC
- $590 Million
- Q1 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
399Shares Held
78.6MCall Options Held
0Put Options Held
10.4K-
Savant Capital, LLC13.2MShares$797 Million8.85% of portfolio
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Envestnet Asset Management Inc7.36MShares$445 Million0.16% of portfolio
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Morgan Stanley New York, NY2.61MShares$158 Million0.01% of portfolio
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Haverford Trust CO Radnor, PA2.23MShares$135 Million1.35% of portfolio
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Annex Advisory Services, LLC2.23MShares$135 Million5.0% of portfolio