Elevate Wealth Advisory, Inc American Centy ETF Tr Avantis Call Options Transaction History

Elevate Wealth Advisory, Inc

$135 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

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