Level Financial Advisors, Inc. American Centy ETF Tr Avantis Put Options Transaction History
Level Financial Advisors, Inc.
- $218 Million
- Q2 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding AVDE
# of Institutions
331Shares Held
59MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC4.46MShares$283 Million10.2% of portfolio
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Wealth Enhancement Advisory Services, LLC4.35MShares$275 Million0.67% of portfolio
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High Tower Advisors, LLC Chicago, IL2.45MShares$155 Million0.26% of portfolio
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Rockwood Wealth Management, LLC New Hope, PA2.31MShares$146 Million17.48% of portfolio
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Wipfli Financial Advisors Llc,1.81MShares$115 Million5.8% of portfolio