Summit Wealth Partners, LLC American Centy ETF Tr Avantis Call Options Transaction History
Summit Wealth Partners, LLC
- $519 Billion
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding AVLV
# of Institutions
269Shares Held
53.5MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC7.71MShares$512 Million1.14% of portfolio
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Merriman Wealth Management, LLC1.97MShares$131 Million5.62% of portfolio
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Northwestern Mutual Wealth Management CO1.93MShares$128 Million0.12% of portfolio
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Comerica Bank1.67MShares$111 Million0.44% of portfolio
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Prime Capital Investment Advisors, LLC Overland Park, KS1.67MShares$111 Million1.58% of portfolio