Safe Harbor Fiduciary, LLC American Centy ETF Tr Avantis Call Options Transaction History

Safe Harbor Fiduciary, LLC

$107 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

730

Shares Held

98.4M

Call Options Held

18K

Put Options Held

12.3K

Creative Planning Overland Park, KS

6.19M
Shares

$630 Million
0.59% of portfolio
Lpl Financial LLC Fort Mill, SC

3.86M
Shares

$394 Million
0.17% of portfolio
Merriman Wealth Management, LLC

3.6M
Shares

$367 Million
14.61% of portfolio
Morgan Stanley New York, NY

3.16M
Shares

$322 Million
0.02% of portfolio
Mason Investment Advisory Services, Inc. Reston, VA

2.71M
Shares

$277 Million
15.21% of portfolio

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVUV
Sector ETFs
Industry ETFs

More about AVUV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Safe Harbor Fiduciary, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Safe Harbor Fiduciary, LLC with notifications on news.