Merriman Wealth Management, LLC American Centy ETF Tr Avantis Call Options Transaction History
Merriman Wealth Management, LLC
- $2.3 Billion
- Q4 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding AVUV
# of Institutions
920Shares Held
127MCall Options Held
29.3KPut Options Held
16K-
Creative Planning Overland Park, KS14.6MShares$1.47 Billion1.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.88MShares$491 Million0.16% of portfolio
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Mason Investment Advisory Services, Inc. Reston, VA2.76MShares$278 Million13.71% of portfolio
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Morgan Stanley New York, NY2.74MShares$276 Million0.02% of portfolio
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Truepoint, Inc.2.69MShares$271 Million6.27% of portfolio