Summit Financial Strategies, Inc. American Centy ETF Tr Avantis Call Options Transaction History
Summit Financial Strategies, Inc.
- $749 Million
- Q2 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding AVLV
# of Institutions
236Shares Held
40.2MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC6.97MShares$445 Million1.09% of portfolio
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Merriman Wealth Management, LLC1.95MShares$124 Million5.79% of portfolio
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Pure Financial Advisors, LLC1.72MShares$110 Million3.07% of portfolio
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Alesco Advisors LLC Pittsford, NY1.36MShares$86.5 Million2.86% of portfolio
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Northwestern Mutual Wealth Management CO1.35MShares$85.9 Million0.09% of portfolio