Yardley Wealth Management LLC American Centy ETF Tr Avantis Call Options Transaction History
Yardley Wealth Management LLC
- $169 Million
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding AVDE
# of Institutions
359Shares Held
67MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC5.76MShares$351 Million14.0% of portfolio
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Wealth Enhancement Advisory Services, LLC4.55MShares$277 Million0.69% of portfolio
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Ci Private Wealth, LLC Miami, FL2.93MShares$179 Million0.28% of portfolio
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Rockwood Wealth Management, LLC New Hope, PA2.48MShares$151 Million18.26% of portfolio
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High Tower Advisors, LLC Chicago, IL2.41MShares$147 Million0.24% of portfolio