Financial Synergies Wealth Advisors, Inc. American Centy ETF Tr Avantis Call Options Transaction History
Financial Synergies Wealth Advisors, Inc.
- $742 Billion
- Q2 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding AVLV
# of Institutions
255Shares Held
49.8MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC6.97MShares$434 Million1.09% of portfolio
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Merriman Wealth Management, LLC1.97MShares$123 Million5.62% of portfolio
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Northwestern Mutual Wealth Management CO1.93MShares$120 Million0.12% of portfolio
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Pure Financial Advisors, LLC1.72MShares$107 Million3.07% of portfolio
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Comerica Bank1.67MShares$104 Million0.44% of portfolio