Wheelhouse Advisory Group LLC American Centy ETF Tr Avantis Call Options Transaction History

Wheelhouse Advisory Group LLC

$155 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding AVSC

# of Institutions

127

Shares Held

22.6M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

12M
Shares

$704 Million
0.21% of portfolio
Mason Investment Advisory Services, Inc. Reston, VA

3.34M
Shares

$196 Million
10.53% of portfolio
Northwestern Mutual Wealth Management CO

809K
Shares

$47.6 Million
0.04% of portfolio
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA

540K
Shares

$31.8 Million
7.25% of portfolio
Atlantic Union Bankshares Corp

537K
Shares

$31.6 Million
1.78% of portfolio

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVSC

More about AVSC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wheelhouse Advisory Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wheelhouse Advisory Group LLC with notifications on news.