Wr Wealth Planners, LLC American Centy ETF Tr Avantis Call Options Transaction History
Wr Wealth Planners, LLC
- $318 Million
- Q2 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
381Shares Held
76MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX14.3MShares$1.34 Billion0.61% of portfolio
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Oak Root LLC Santa Barbara, CA3.04MShares$284 Million36.58% of portfolio
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American Century Companies Inc Kansas City, MO2.92MShares$273 Million0.17% of portfolio
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Annex Advisory Services, LLC2.71MShares$254 Million8.98% of portfolio
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Wipfli Financial Advisors Llc,2.26MShares$211 Million9.89% of portfolio