Mattern Wealth Management LLC American Centy ETF Tr Avantis Call Options Transaction History
Mattern Wealth Management LLC
- $399 Million
- Q1 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding AVSF
# of Institutions
52Shares Held
3.71MCall Options Held
0Put Options Held
0-
Verus Financial Partners, Inc.1.33MShares$61.2 Million7.21% of portfolio
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Pacific Life Fund Advisors LLC Newport Beach, CA323KShares$14.9 Million1.47% of portfolio
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Creative Planning Overland Park, KS304KShares$14 Million0.02% of portfolio
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Envestnet Asset Management Inc289KShares$13.3 Million0.01% of portfolio
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Trajan Wealth LLC Scottsdale, AZ136KShares$6.28 Million0.43% of portfolio