Hb Wealth Management, LLC American Centy ETF Tr Avantis Call Options Transaction History
Hb Wealth Management, LLC
- $9.75 Billion
- Q4 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding AVEM
# of Institutions
480Shares Held
101MCall Options Held
0Put Options Held
0-
Savant Capital, LLC15.4MShares$908 Million8.48% of portfolio
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Envestnet Asset Management Inc13.8MShares$814 Million0.3% of portfolio
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Morgan Stanley New York, NY4.36MShares$257 Million0.02% of portfolio
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Strategic Financial Concepts, LLC San Antonio, TX2.89MShares$171 Million0.55% of portfolio
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Haverford Trust CO Radnor, PA2.25MShares$133 Million1.43% of portfolio