Cypress Point Wealth Management, LLC American Centy ETF Tr Avantis Call Options Transaction History

Cypress Point Wealth Management, LLC

$228 Million
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding AVLV

# of Institutions

285

Shares Held

57.2M

Call Options Held

100

Put Options Held

0

Wealth Enhancement Advisory Services, LLC

7.71M
Shares

$547 Million
1.14% of portfolio
Merriman Wealth Management, LLC

2.01M
Shares

$143 Million
5.61% of portfolio
Envestnet Asset Management Inc

1.77M
Shares

$126 Million
0.04% of portfolio
Pure Financial Advisors, LLC

1.67M
Shares

$118 Million
2.72% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.62M
Shares

$115 Million
0.03% of portfolio

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVLV

More about AVLV

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