Ci Private Wealth, LLC American Centy ETF Tr Avantis Call Options Transaction History
Ci Private Wealth, LLC
- $59.6 Billion
- Q1 2025
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
465Shares Held
81.5MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC4.73MShares$351 Million0.64% of portfolio
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Annex Advisory Services, LLC3.79MShares$281 Million8.8% of portfolio
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Rockwood Wealth Management, LLC New Hope, PA2.84MShares$211 Million19.21% of portfolio
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High Tower Advisors, LLC Chicago, IL2.53MShares$188 Million0.23% of portfolio
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American Century Companies Inc Kansas City, MO2.02MShares$150 Million0.09% of portfolio