Conscious Wealth Investments, LLC American Centy ETF Tr Avantis Call Options Transaction History

Conscious Wealth Investments, LLC

$145 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding AVUV

# of Institutions

735

Shares Held

99M

Call Options Held

18K

Put Options Held

12.3K

Creative Planning Overland Park, KS

6.19M
Shares

$594 Million
0.59% of portfolio
Lpl Financial LLC Fort Mill, SC

3.86M
Shares

$371 Million
0.17% of portfolio
Merriman Wealth Management, LLC

3.6M
Shares

$346 Million
14.61% of portfolio
Morgan Stanley New York, NY

3.16M
Shares

$303 Million
0.02% of portfolio
Mason Investment Advisory Services, Inc. Reston, VA

2.71M
Shares

$261 Million
15.21% of portfolio

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVUV
Sector ETFs
Industry ETFs

More about AVUV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Conscious Wealth Investments, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Conscious Wealth Investments, LLC with notifications on news.