Cypress Wealth Services, LLC American Centy ETF Tr Avantis Call Options Transaction History
Cypress Wealth Services, LLC
- $555 Million
- Q3 2025
Call Options
	  0 transactions
	
  | Quarter | Operation | Price Per call | calls change | calls Held | SEC Form | 
|---|
Others Institutions Holding AVUV
# of Institutions
944Shares Held
128MCall Options Held
29.3KPut Options Held
16K- 
    
      Creative Planning Overland Park, KS14.6MShares$1.45 Billion1.15% of portfolio
- 
    
      Lpl Financial LLC Fort Mill, SC4.88MShares$484 Million0.16% of portfolio
- 
    
      Merriman Wealth Management, LLC3.52MShares$349 Million14.79% of portfolio
- 
    
      Mason Investment Advisory Services, Inc. Reston, VA2.76MShares$274 Million13.71% of portfolio
- 
    
      Morgan Stanley New York, NY2.74MShares$272 Million0.02% of portfolio