Curio Wealth, LLC American Centy ETF Tr Avantis Call Options Transaction History
Curio Wealth, LLC
- $186 Billion
- Q4 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding AVLV
# of Institutions
319Shares Held
61.6MCall Options Held
100Put Options Held
0-
Wealth Enhancement Advisory Services, LLC7.71MShares$532 Million1.11% of portfolio
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Merriman Wealth Management, LLC2.01MShares$139 Million5.61% of portfolio
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Lpl Financial LLC Fort Mill, SC1.91MShares$132 Million0.05% of portfolio
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Envestnet Asset Management Inc1.77MShares$123 Million0.04% of portfolio
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Northwestern Mutual Wealth Management CO1.77MShares$122 Million0.1% of portfolio