Dopkins Wealth Management, LLC American Centy ETF Tr Avantis Put Options Transaction History

Dopkins Wealth Management, LLC

$120 Million
Q3 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts 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

$596 Million
0.59% of portfolio
Lpl Financial LLC Fort Mill, SC

3.86M
Shares

$372 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

$304 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 Dopkins Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dopkins Wealth Management, LLC with notifications on news.