Annex Advisory Services, LLC American Centy ETF Tr Avantis Put Options Transaction History

Annex Advisory Services, LLC

$2.76 Billion
Q3 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding AVDE

# of Institutions

359

Shares Held

67M

Call Options Held

0

Put Options Held

0

Wealth Enhancement Advisory Services, LLC

4.55M
Shares

$277 Million
0.69% of portfolio
Ci Private Wealth, LLC Miami, FL

2.93M
Shares

$179 Million
0.28% of portfolio
Rockwood Wealth Management, LLC New Hope, PA

2.48M
Shares

$151 Million
18.26% of portfolio
High Tower Advisors, LLC Chicago, IL

2.41M
Shares

$147 Million
0.24% of portfolio
Wms Partners, LLC

1.86M
Shares

$113 Million
7.32% 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 Annex Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Annex Advisory Services, LLC with notifications on news.