Cherry Tree Wealth Management, LLC American Centy ETF Tr Avantis Call Options Transaction History
Cherry Tree Wealth Management, LLC
- $422 Billion
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding AVLV
# of Institutions
282Shares Held
55.4MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC7.71MShares$535 Million1.14% of portfolio
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Merriman Wealth Management, LLC2.01MShares$140 Million5.61% of portfolio
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Envestnet Asset Management Inc1.77MShares$123 Million0.04% of portfolio
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Comerica Bank1.67MShares$116 Million0.44% of portfolio
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Pure Financial Advisors, LLC1.67MShares$116 Million2.72% of portfolio