Schwarz Dygos Wheeler Investment Advisors LLC American Centy ETF Tr Avantis Call Options Transaction History
Schwarz Dygos Wheeler Investment Advisors LLC
- $392 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 AVSU
# of Institutions
55Shares Held
2.09MCall Options Held
0Put Options Held
0-
Clarity Asset Management, Inc. Ames, IA389KShares$26.1 Million17.65% of portfolio
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Merriman Wealth Management, LLC310KShares$20.9 Million0.86% of portfolio
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Ci Private Wealth, LLC Miami, FL160KShares$10.7 Million0.02% of portfolio
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Silicon Hills Wealth Management, LLC Austin, TX156KShares$10.5 Million4.58% of portfolio
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Warren Averett Asset Management, LLC Birmingham, AL141KShares$9.45 Million0.17% of portfolio