Forthright Family Wealth Advisory LLC American Centy ETF Tr Avantis Put Options Transaction History

Forthright Family Wealth Advisory LLC

$155 Billion
Q2 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding AVLV

# of Institutions

284

Shares Held

57.2M

Call Options Held

100

Put Options Held

0

Wealth Enhancement Advisory Services, LLC

7.71M
Shares

$529 Million
1.14% of portfolio
Merriman Wealth Management, LLC

2.01M
Shares

$138 Million
5.61% of portfolio
Envestnet Asset Management Inc

1.77M
Shares

$122 Million
0.04% of portfolio
Pure Financial Advisors, LLC

1.67M
Shares

$114 Million
2.72% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.62M
Shares

$111 Million
0.03% of portfolio

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVLV

More about AVLV

Track This Portfolio

Portfolio Update

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

News

Stay updated on Forthright Family Wealth Advisory LLC with notifications on news.