Catalytic Wealth Ria, LLC American Centy ETF Tr Avantis Call Options Transaction History
Catalytic Wealth Ria, LLC
- $573 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 AVSC
# of Institutions
127Shares Held
22.6MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc12MShares$680 Million0.21% of portfolio
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Mason Investment Advisory Services, Inc. Reston, VA3.34MShares$190 Million10.53% of portfolio
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Northwestern Mutual Wealth Management CO809KShares$45.9 Million0.04% of portfolio
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Elwood & Goetz Wealth Advisory Group, LLC Athens, GA540KShares$30.7 Million7.25% of portfolio
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Atlantic Union Bankshares Corp537KShares$30.5 Million1.78% of portfolio