Wealthsource Partners, LLC American Centy ETF Tr Avantis Call Options Transaction History
Wealthsource Partners, LLC
- $1.52 Billion
- Q4 2023
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
---|
Others Institutions Holding AVEM
# of Institutions
423Shares Held
86MCall Options Held
0Put Options Held
0-
Savant Capital, LLC14.2MShares$840 Million8.52% of portfolio
-
Envestnet Asset Management Inc8.16MShares$483 Million0.18% of portfolio
-
Morgan Stanley New York, NY3.1MShares$183 Million0.01% of portfolio
-
Haverford Trust CO Radnor, PA2.24MShares$132 Million1.44% of portfolio
-
Annex Advisory Services, LLC2.23MShares$132 Million5.0% of portfolio