Trajan Wealth LLC American Centy ETF Tr Avantis Call Options Transaction History
Trajan Wealth LLC
- $1.48 Trillion
- Q1 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding AVSF
# of Institutions
54Shares Held
3.76MCall Options Held
0Put Options Held
0-
Verus Financial Partners, Inc.1.33MShares$61.5 Million7.21% of portfolio
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Pacific Life Fund Advisors LLC Newport Beach, CA323KShares$15 Million1.47% of portfolio
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Creative Planning Overland Park, KS304KShares$14.1 Million0.02% of portfolio
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Envestnet Asset Management Inc289KShares$13.4 Million0.01% of portfolio
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Mattern Wealth Management LLC157KShares$7.28 Million1.8% of portfolio