Mattern Wealth Management LLC American Centy ETF Tr Avantis Call Options Transaction History
Mattern Wealth Management LLC
- $426 Million
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding AVSF
# of Institutions
58Shares Held
5.06MCall Options Held
0Put Options Held
0-
Verus Financial Partners, Inc.1.39MShares$64 Million7.17% of portfolio
-
Simplicity Wealth,Llc477KShares$21.9 Million2.17% of portfolio
-
Prairie View Partners, LLC415KShares$19.1 Million2.03% of portfolio
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Envestnet Asset Management Inc353KShares$16.3 Million0.01% of portfolio
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Creative Planning Overland Park, KS323KShares$14.9 Million0.02% of portfolio