Baker Ellis Asset Management LLC American Centy ETF Tr Avantis Call Options Transaction History

Baker Ellis Asset Management LLC

$695 Million
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

732

Shares Held

99M

Call Options Held

18K

Put Options Held

12.3K

Creative Planning Overland Park, KS

6.19M
Shares

$625 Million
0.59% of portfolio
Lpl Financial LLC Fort Mill, SC

3.86M
Shares

$390 Million
0.17% of portfolio
Merriman Wealth Management, LLC

3.6M
Shares

$364 Million
14.61% of portfolio
Morgan Stanley New York, NY

3.16M
Shares

$319 Million
0.02% of portfolio
Mason Investment Advisory Services, Inc. Reston, VA

2.71M
Shares

$274 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 Baker Ellis Asset Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Baker Ellis Asset Management LLC with notifications on news.