Morling Financial Advisors, LLC American Centy ETF Tr Avantis Put Options Transaction History
Morling Financial Advisors, LLC
- $270 Million
- Q4 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding AVSC
# of Institutions
149Shares Held
24.3MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc12.3MShares$680 Million0.22% of portfolio
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Mason Investment Advisory Services, Inc. Reston, VA3.36MShares$186 Million10.71% of portfolio
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Northwestern Mutual Wealth Management CO841KShares$46.4 Million0.04% of portfolio
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Atlantic Union Bankshares Corp566KShares$31.2 Million1.91% of portfolio
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Elwood & Goetz Wealth Advisory Group, LLC Athens, GA564KShares$31.1 Million7.51% of portfolio