Concord Asset Management, Llc/Va American Centy ETF Tr Avantis Call Options Transaction History
Concord Asset Management, Llc/Va
- $443 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 AVLV
# of Institutions
277Shares Held
54.1MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC7.71MShares$515 Million1.14% of portfolio
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Merriman Wealth Management, LLC1.97MShares$132 Million5.62% of portfolio
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Northwestern Mutual Wealth Management CO1.93MShares$129 Million0.12% of portfolio
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Envestnet Asset Management Inc1.77MShares$118 Million0.04% of portfolio
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Comerica Bank1.67MShares$112 Million0.44% of portfolio