Valued Wealth Advisors LLC American Centy ETF Tr Avantis Call Options Transaction History
Valued Wealth Advisors LLC
- $154 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 AVUS
# of Institutions
399Shares Held
63MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC3.39MShares$331 Million11.71% of portfolio
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American Century Companies Inc Kansas City, MO3.11MShares$303 Million0.18% of portfolio
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Oak Root LLC Santa Barbara, CA3.04MShares$296 Million36.46% of portfolio
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Wipfli Financial Advisors Llc,2.26MShares$220 Million9.89% of portfolio
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Envestnet Asset Management Inc1.7MShares$166 Million0.05% of portfolio