Pcg Wealth Advisors, LLC American Centy ETF Tr Avantis Call Options Transaction History
Pcg Wealth Advisors, LLC
- $247 Million
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding AVDE
# of Institutions
348Shares Held
68.9MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC5.76MShares$380 Million14.0% of portfolio
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Strategic Financial Concepts, LLC San Antonio, TX4.74MShares$313 Million0.21% of portfolio
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Wealth Enhancement Advisory Services, LLC4.35MShares$286 Million0.67% of portfolio
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Rockwood Wealth Management, LLC New Hope, PA2.48MShares$163 Million18.26% of portfolio
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Ci Private Wealth, LLC Miami, FL2.47MShares$163 Million0.27% of portfolio