Jacobi Capital Management LLC American Centy ETF Tr Avantis Call Options Transaction History

Jacobi Capital Management LLC

$1.29 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding AVLV

# of Institutions

284

Shares Held

57.4M

Call Options Held

100

Put Options Held

0

Wealth Enhancement Advisory Services, LLC

7.71M
Shares

$526 Million
1.14% of portfolio
Merriman Wealth Management, LLC

2.01M
Shares

$137 Million
5.61% of portfolio
Envestnet Asset Management Inc

1.77M
Shares

$121 Million
0.04% of portfolio
Pure Financial Advisors, LLC

1.67M
Shares

$114 Million
2.72% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.62M
Shares

$111 Million
0.03% of portfolio

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVLV

More about AVLV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Jacobi Capital Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jacobi Capital Management LLC with notifications on news.