True Wealth Design, LLC American Centy ETF Tr Avantis Call Options Transaction History
True Wealth Design, LLC
- $256 Billion
- Q3 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
359Shares Held
67MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC5.76MShares$363 Million14.0% of portfolio
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Wealth Enhancement Advisory Services, LLC4.55MShares$287 Million0.69% of portfolio
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Ci Private Wealth, LLC Miami, FL2.93MShares$185 Million0.28% of portfolio
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Rockwood Wealth Management, LLC New Hope, PA2.48MShares$156 Million18.26% of portfolio
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High Tower Advisors, LLC Chicago, IL2.41MShares$152 Million0.24% of portfolio