Annex Advisory Services, LLC American Centy ETF Tr Avantis Call Options Transaction History
Annex Advisory Services, LLC
- $2.96 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 AVEM
# of Institutions
508Shares Held
109MCall Options Held
0Put Options Held
0-
Savant Capital, LLC16.6MShares$1 Billion7.93% of portfolio
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Envestnet Asset Management Inc14.9MShares$902 Million0.29% of portfolio
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Morgan Stanley New York, NY4.36MShares$263 Million0.02% of portfolio
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Strategic Financial Concepts, LLC San Antonio, TX2.89MShares$175 Million0.55% of portfolio
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Haverford Trust CO Radnor, PA2.19MShares$133 Million1.33% of portfolio