Morling Financial Advisors, LLC American Centy ETF Tr Avantis Call Options Transaction History

Morling Financial Advisors, LLC

$254 Million
Q3 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding AVDV

# of Institutions

523

Shares Held

113M

Call Options Held

0

Put Options Held

0

Jones Financial Companies Lllp

19.1M
Shares

$1.67 Billion
1.16% of portfolio
Creative Planning Overland Park, KS

18.4M
Shares

$1.62 Billion
1.26% of portfolio
Savant Capital, LLC

11.5M
Shares

$1.01 Billion
5.76% of portfolio
Buckingham Strategic Partners Saint Louis, MO

3.81M
Shares

$335 Million
4.3% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

2.58M
Shares

$227 Million
1.87% of portfolio

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVDV
Sector ETFs
Industry ETFs

More about AVDV

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