Ci Private Wealth, LLC American Centy ETF Tr Avantis Call Options Transaction History
Ci Private Wealth, LLC
- $56.4 Billion
- Q2 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding AVDE
# of Institutions
344Shares Held
66.5MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX4.74MShares$316 Million0.21% of portfolio
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Annex Advisory Services, LLC4.46MShares$298 Million10.2% of portfolio
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Wealth Enhancement Advisory Services, LLC4.35MShares$290 Million0.67% of portfolio
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High Tower Advisors, LLC Chicago, IL2.36MShares$157 Million0.23% of portfolio
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Rockwood Wealth Management, LLC New Hope, PA2.31MShares$154 Million17.48% of portfolio