Bwm Planning, LLC American Centy ETF Tr Avantis Call Options Transaction History
Bwm Planning, LLC
- $225 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 AVDE
# of Institutions
348Shares Held
68.8MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC5.76MShares$377 Million14.0% of portfolio
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Strategic Financial Concepts, LLC San Antonio, TX4.74MShares$311 Million0.21% of portfolio
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Wealth Enhancement Advisory Services, LLC4.35MShares$285 Million0.67% of portfolio
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Rockwood Wealth Management, LLC New Hope, PA2.48MShares$162 Million18.26% of portfolio
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Ci Private Wealth, LLC Miami, FL2.47MShares$162 Million0.27% of portfolio