Wealthstream Advisors, Inc. American Centy ETF Tr Avantis Call Options Transaction History
Wealthstream Advisors, Inc.
- $255 Million
- Q1 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding AVDE
# of Institutions
331Shares Held
58.5MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC4.46MShares$284 Million10.2% of portfolio
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Wealth Enhancement Advisory Services, LLC4.35MShares$277 Million0.67% of portfolio
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High Tower Advisors, LLC Chicago, IL2.45MShares$156 Million0.26% of portfolio
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Rockwood Wealth Management, LLC New Hope, PA2.13MShares$136 Million17.53% of portfolio
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Wipfli Financial Advisors Llc,1.81MShares$115 Million5.8% of portfolio