Cardinal Point Wealth Management Partners, LLC American Centy ETF Tr Avantis Call Options Transaction History

Cardinal Point Wealth Management Partners, LLC

$328 Million
Q1 2023

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding AVDV

# of Institutions

375

Shares Held

78.4M

Call Options Held

Put Options Held

200

Jones Financial Companies Lllp

17.2M
Shares

$1.11 Billion
1.25% of portfolio
Savant Capital, LLC

8.92M
Shares

$577 Million
5.37% of portfolio
Creative Planning Overland Park, KS

6.34M
Shares

$410 Million
0.45% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

2.58M
Shares

$167 Million
1.87% of portfolio
Buckingham Strategic Partners Saint Louis, MO

2.52M
Shares

$163 Million
4.07% of portfolio

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVDV
Sector ETFs
Industry ETFs

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