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 AVUS
# of Institutions
399Shares Held
63MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC3.39MShares$336 Million11.71% of portfolio
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American Century Companies Inc Kansas City, MO3.11MShares$307 Million0.18% of portfolio
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Oak Root LLC Santa Barbara, CA3.04MShares$300 Million36.46% of portfolio
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Wipfli Financial Advisors Llc,2.26MShares$223 Million9.89% of portfolio
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Envestnet Asset Management Inc1.7MShares$168 Million0.05% of portfolio