Align Wealth Management, LLC American Centy ETF Tr Avantis Call Options Transaction History
Align Wealth Management, LLC
- $118 Billion
- Q4 2022
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
447Shares Held
89MCall Options Held
0Put Options Held
0-
Savant Capital, LLC15.4MShares$991 Million8.48% of portfolio
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Envestnet Asset Management Inc13.8MShares$888 Million0.3% of portfolio
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Morgan Stanley New York, NY3.1MShares$199 Million0.01% of portfolio
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Annex Advisory Services, LLC2.54MShares$163 Million5.95% of portfolio
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Haverford Trust CO Radnor, PA2.25MShares$145 Million1.43% of portfolio