Wetherby Asset Management Inc American Centy ETF Tr Avantis Call Options Transaction History

Wetherby Asset Management Inc

$2.19 Billion
Q2 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding AVDE

# of Institutions

545

Shares Held

95M

Call Options Held

0

Put Options Held

0

Wealth Enhancement Advisory Services, LLC

4.9M
Shares

$384 Million
0.63% of portfolio
Envestnet Asset Management Inc

4.07M
Shares

$319 Million
0.1% of portfolio
Ci Private Wealth, LLC Miami, FL

4.05M
Shares

$318 Million
0.44% of portfolio
American Century Companies Inc Kansas City, MO

3.38M
Shares

$265 Million
0.14% of portfolio
Vantagepoint Investment Advisers LLC

2.95M
Shares

$231 Million
1.98% of portfolio

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVDE
Sector ETFs
Industry ETFs

More about AVDE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wetherby Asset Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Wetherby Asset Management Inc with notifications on news.