Grand Wealth Management, LLC American Centy ETF Tr Avantis Put Options Transaction History
Grand Wealth Management, LLC
- $171 Million
- Q3 2024
Put Options
0 transactions
| Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
|---|
Others Institutions Holding AVUS
# of Institutions
399Shares Held
63MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC3.39MShares$337 Million11.71% of portfolio
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American Century Companies Inc Kansas City, MO3.11MShares$309 Million0.18% of portfolio
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Oak Root LLC Santa Barbara, CA3.04MShares$302 Million36.46% of portfolio
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Wipfli Financial Advisors Llc,2.26MShares$224 Million9.89% of portfolio
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Envestnet Asset Management Inc1.7MShares$169 Million0.05% of portfolio