Modera Wealth Management, LLC American Centy ETF Tr Avantis Call Options Transaction History
Modera Wealth Management, LLC
- $6.54 Billion
- Q1 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding AVDV
# of Institutions
335Shares Held
70.1MCall Options Held
1.1KPut Options Held
0-
Jones Financial Companies Lllp16.5MShares$1.1 Billion1.48% of portfolio
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Savant Capital, LLC7.32MShares$491 Million5.58% of portfolio
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Creative Planning Overland Park, KS5.57MShares$373 Million0.41% of portfolio
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Mason Investment Advisory Services, Inc. Reston, VA2.31MShares$155 Million10.5% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO2.26MShares$152 Million1.69% of portfolio