Forum Financial Management, LP American Centy ETF Tr Avantis Put Options Transaction History
Forum Financial Management, LP
- $6.44 Billion
 - Q3 2025
 
Put Options
	  0 transactions
	
  | Quarter | Operation | Price Per put | puts change | puts Held | SEC Form | 
|---|
Others Institutions Holding AVLV
# of Institutions
401Shares Held
108MCall Options Held
0Put Options Held
0- 
    
      Pnc Financial Services Group, Inc. Pittsburgh, PA16.2MShares$1.17 Billion0.72% of portfolio
 - 
    
      Envestnet Asset Management Inc11MShares$801 Million0.23% of portfolio
 - 
    
      Wealth Enhancement Advisory Services, LLC10MShares$729 Million1.18% of portfolio
 - 
    
      Ameriprise Financial Inc Minneapolis, MN3.05MShares$222 Million0.05% of portfolio
 - 
    
      Lpl Financial LLC Fort Mill, SC2.36MShares$172 Million0.06% of portfolio