Avaii Wealth Management, LLC Wisdomtree Emerging Markets Sm Call Options Transaction History
Avaii Wealth Management, LLC
- $168 Million
- Q1 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding DGS
# of Institutions
239Shares Held
39.7MCall Options Held
100Put Options Held
0-
Creative Planning Overland Park, KS23.1MShares$1.18 Billion1.31% of portfolio
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Jane Street Group, LLC New York, NY1.46MShares$74.5 Million0.1% of portfolio
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Bank Of America Corp Charlotte, NC1.27MShares$65.1 Million0.01% of portfolio
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Unison Advisors LLC823KShares$42.1 Million5.34% of portfolio
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Cerity Partners LLC New York, NY778KShares$39.8 Million0.11% of portfolio