Concurrent Investment Advisors, LLC American Centy ETF Tr Avantis Call Options Transaction History
Concurrent Investment Advisors, LLC
- $3.39 Trillion
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding AVUV
# of Institutions
700Shares Held
90.7MCall Options Held
14.4KPut Options Held
4.2K-
Creative Planning Overland Park, KS6.19MShares$592 Million0.59% of portfolio
-
Merriman Wealth Management, LLC3.66MShares$350 Million14.89% of portfolio
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Lpl Financial LLC Fort Mill, SC3.4MShares$325 Million0.16% of portfolio
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Morgan Stanley New York, NY2.97MShares$284 Million0.02% of portfolio
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Mason Investment Advisory Services, Inc. Reston, VA2.73MShares$261 Million15.17% of portfolio