Morton Brown Family Wealth, LLC American Centy ETF Tr Avantis Call Options Transaction History

Morton Brown Family Wealth, LLC

$294 Million
Q1 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding AVDE

# of Institutions

446

Shares Held

76M

Call Options Held

800

Put Options Held

1.6K

Wealth Enhancement Advisory Services, LLC

4.73M
Shares

$326 Million
0.64% of portfolio
Annex Advisory Services, LLC

3.79M
Shares

$261 Million
8.8% of portfolio
Ci Private Wealth, LLC Miami, FL

3.38M
Shares

$233 Million
0.32% of portfolio
Rockwood Wealth Management, LLC New Hope, PA

2.84M
Shares

$196 Million
19.21% of portfolio
High Tower Advisors, LLC Chicago, IL

2.45M
Shares

$169 Million
0.21% of portfolio

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVDE
Sector ETFs
Industry ETFs

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