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 |
|---|
Others Institutions Holding AVEM
# of Institutions
469Shares Held
99.3MCall Options Held
0Put Options Held
0-
Savant Capital, LLC15.4MShares$914 Million8.48% of portfolio
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Envestnet Asset Management Inc13.8MShares$819 Million0.3% of portfolio
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Morgan Stanley New York, NY4.36MShares$258 Million0.02% of portfolio
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Annex Advisory Services, LLC2.54MShares$151 Million5.95% of portfolio
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Haverford Trust CO Radnor, PA2.25MShares$133 Million1.43% of portfolio