Creative Planning American Centy ETF Tr Avantis Call Options Transaction History

Creative Planning

$101 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding AVDE

# of Institutions

359

Shares Held

67M

Call Options Held

0

Put Options Held

0

Annex Advisory Services, LLC

5.76M
Shares

$363 Million
14.0% of portfolio
Wealth Enhancement Advisory Services, LLC

4.55M
Shares

$287 Million
0.69% of portfolio
Ci Private Wealth, LLC Miami, FL

2.93M
Shares

$185 Million
0.28% of portfolio
Rockwood Wealth Management, LLC New Hope, PA

2.48M
Shares

$156 Million
18.26% of portfolio
High Tower Advisors, LLC Chicago, IL

2.41M
Shares

$152 Million
0.24% of portfolio

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVDE
Sector ETFs
Industry ETFs

More about AVDE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.