Cliftonlarsonallen Wealth Advisors, LLC American Centy ETF Tr Avantis Call Options Transaction History
Cliftonlarsonallen Wealth Advisors, LLC
- $5.35 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
458Shares Held
80.9MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC4.73MShares$346 Million0.64% of portfolio
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Ci Private Wealth, LLC Miami, FL3.89MShares$284 Million0.43% of portfolio
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Annex Advisory Services, LLC3.79MShares$277 Million8.8% of portfolio
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Rockwood Wealth Management, LLC New Hope, PA2.84MShares$208 Million19.21% of portfolio
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High Tower Advisors, LLC Chicago, IL2.53MShares$185 Million0.23% of portfolio