Bridgewealth Advisory Group, LLC American Centy ETF Tr Avantis Call Options Transaction History
Bridgewealth Advisory Group, LLC
- $275 Billion
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding AVUV
# of Institutions
736Shares Held
99MCall Options Held
18KPut Options Held
12.3K-
Creative Planning Overland Park, KS6.19MShares$651 Million0.59% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.86MShares$407 Million0.17% of portfolio
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Merriman Wealth Management, LLC3.6MShares$379 Million14.61% of portfolio
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Morgan Stanley New York, NY3.16MShares$332 Million0.02% of portfolio
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Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$286 Million15.21% of portfolio