Trellis Wealth Advisors LLC American Centy ETF Tr Avantis Put Options Transaction History
Trellis Wealth Advisors LLC
- $177 Billion
- Q1 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding AVUS
# of Institutions
365Shares Held
60.6MCall Options Held
0Put Options Held
0-
Oak Root LLC Santa Barbara, CA2.98MShares$272 Million36.76% of portfolio
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American Century Companies Inc Kansas City, MO2.76MShares$252 Million0.16% of portfolio
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Annex Advisory Services, LLC2.59MShares$236 Million8.44% of portfolio
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Wipfli Financial Advisors Llc,2.26MShares$206 Million9.89% of portfolio
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Allworth Financial LP2.25MShares$205 Million1.44% of portfolio