Highland Financial Advisors, LLC American Centy ETF Tr Avantis Call Options Transaction History

Highland Financial Advisors, LLC

$281 Million
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls 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

$619 Million
0.59% of portfolio
Lpl Financial LLC Fort Mill, SC

3.86M
Shares

$386 Million
0.17% of portfolio
Merriman Wealth Management, LLC

3.6M
Shares

$360 Million
14.61% of portfolio
Morgan Stanley New York, NY

3.16M
Shares

$316 Million
0.02% of portfolio
Mason Investment Advisory Services, Inc. Reston, VA

2.71M
Shares

$271 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 Highland Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Highland Financial Advisors, LLC with notifications on news.