Ml & R Wealth Management LLC American Centy ETF Tr Avantis Call Options Transaction History
Ml & R Wealth Management LLC
- $435 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 AVUS
# of Institutions
458Shares Held
88.3MCall Options Held
1KPut Options Held
100-
Strategic Financial Concepts, LLC San Antonio, TX20MShares$1.9 Billion3.83% of portfolio
-
Annex Advisory Services, LLC3.56MShares$339 Million11.68% of portfolio
-
American Century Companies Inc Kansas City, MO3.23MShares$307 Million0.19% of portfolio
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Oak Root LLC Santa Barbara, CA3.04MShares$289 Million38.32% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$215 Million9.89% of portfolio