Shanker Valleau Wealth Advisors, Inc. American Centy ETF Tr Avantis Call Options Transaction History

Shanker Valleau Wealth Advisors, Inc.

$294 Million
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding AVDE

# of Institutions

350

Shares Held

69.7M

Call Options Held

0

Put Options Held

0

Annex Advisory Services, LLC

5.76M
Shares

$375 Million
14.0% of portfolio
Strategic Financial Concepts, LLC San Antonio, TX

4.74M
Shares

$309 Million
0.21% of portfolio
Wealth Enhancement Advisory Services, LLC

4.55M
Shares

$296 Million
0.69% of portfolio
Rockwood Wealth Management, LLC New Hope, PA

2.48M
Shares

$161 Million
18.26% of portfolio
Ci Private Wealth, LLC Miami, FL

2.47M
Shares

$161 Million
0.27% of portfolio

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVDE
Sector ETFs
Industry ETFs

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