National Wealth Management Group, LLC American Centy ETF Tr Avantis Call Options Transaction History
National Wealth Management Group, LLC
- $265 Billion
 - Q3 2025
 
Call Options
	  0 transactions
	
  | Quarter | Operation | Price Per call | calls change | calls Held | SEC Form | 
|---|
Others Institutions Holding AVUV
# of Institutions
943Shares Held
129MCall Options Held
31.1KPut Options Held
16.5K- 
    
      Creative Planning Overland Park, KS14.6MShares$1.43 Billion1.15% of portfolio
 - 
    
      Lpl Financial LLC Fort Mill, SC4.88MShares$478 Million0.16% of portfolio
 - 
    
      Merriman Wealth Management, LLC3.52MShares$344 Million14.79% of portfolio
 - 
    
      Mason Investment Advisory Services, Inc. Reston, VA2.76MShares$270 Million13.71% of portfolio
 - 
    
      Morgan Stanley New York, NY2.74MShares$268 Million0.02% of portfolio