Golden State Wealth Management, LLC American Centy ETF Tr Avantis Call Options Transaction History

Golden State Wealth Management, LLC

$667 Billion
Q4 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding AVDV

# of Institutions

384

Shares Held

81.4M

Call Options Held

0

Put Options Held

200

Jones Financial Companies Lllp

17.2M
Shares

$1.15 Billion
1.25% of portfolio
Savant Capital, LLC

9.88M
Shares

$664 Million
5.23% of portfolio
Creative Planning Overland Park, KS

6.34M
Shares

$426 Million
0.45% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

2.58M
Shares

$173 Million
1.87% of portfolio
Buckingham Strategic Partners Saint Louis, MO

2.52M
Shares

$169 Million
4.07% of portfolio

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVDV
Sector ETFs
Industry ETFs

More about AVDV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Golden State Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Golden State Wealth Management, LLC with notifications on news.