Portside Wealth Group, LLC American Centy ETF Tr Avantis Call Options Transaction History
Portside Wealth Group, LLC
- $541 Billion
- Q1 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding AVUV
# of Institutions
637Shares Held
80.8MCall Options Held
24.4KPut Options Held
9K-
Creative Planning Overland Park, KS5.3MShares$470 Million0.55% of portfolio
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Merriman Wealth Management, LLC3.57MShares$317 Million15.48% of portfolio
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Lpl Financial LLC Fort Mill, SC2.72MShares$242 Million0.14% of portfolio
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Mason Investment Advisory Services, Inc. Reston, VA2.72MShares$241 Million17.62% of portfolio
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Morgan Stanley New York, NY2.57MShares$228 Million0.02% of portfolio