Heritage Wealth Management, Inc. /Ca/ American Centy ETF Tr Avantis Call Options Transaction History

Heritage Wealth Management, Inc. /Ca/

$141 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding AVUV

# of Institutions

735

Shares Held

99M

Call Options Held

18K

Put Options Held

12.3K

Creative Planning Overland Park, KS

6.19M
Shares

$592 Million
0.59% of portfolio
Lpl Financial LLC Fort Mill, SC

3.86M
Shares

$370 Million
0.17% of portfolio
Merriman Wealth Management, LLC

3.6M
Shares

$344 Million
14.61% of portfolio
Morgan Stanley New York, NY

3.16M
Shares

$302 Million
0.02% of portfolio
Mason Investment Advisory Services, Inc. Reston, VA

2.71M
Shares

$260 Million
15.21% of portfolio

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVUV
Sector ETFs
Industry ETFs

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