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 AVLV
# of Institutions
284Shares Held
57.4MCall Options Held
100Put Options Held
0-
Wealth Enhancement Advisory Services, LLC7.71MShares$510 Million1.14% of portfolio
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Merriman Wealth Management, LLC2.01MShares$133 Million5.61% of portfolio
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Envestnet Asset Management Inc1.77MShares$117 Million0.04% of portfolio
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Pure Financial Advisors, LLC1.67MShares$110 Million2.72% of portfolio
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Ameriprise Financial Inc Minneapolis, MN1.62MShares$107 Million0.03% of portfolio