Worth Pointe, LLC American Centy ETF Tr Avantis Put Options Transaction History

Worth Pointe, LLC

$232 Million
Q2 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding AVRE

# of Institutions

147

Shares Held

12.3M

Call Options Held

0

Put Options Held

0

Ccm Investment Group, LLC Northfield, MN

1.2M
Shares

$52 Million
5.44% of portfolio
Empowered Funds, LLC

1.12M
Shares

$48.7 Million
0.59% of portfolio
Hill Investment Group Partners, LLC St. Louis, MO

737K
Shares

$31.9 Million
4.24% of portfolio
Quantum Financial Advisors, LLC Manhattan Beach, CA

385K
Shares

$16.7 Million
3.27% of portfolio
Shanker Valleau Wealth Advisors, Inc.

358K
Shares

$15.5 Million
4.31% of portfolio

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVRE

More about AVRE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Worth Pointe, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Worth Pointe, LLC with notifications on news.