Mattern Wealth Management LLC American Centy ETF Tr Avantis Call Options Transaction History
Mattern Wealth Management LLC
- $418 Million
- Q1 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding AVSF
# of Institutions
65Shares Held
7.88MCall Options Held
0Put Options Held
0-
Prairie View Partners, LLC2.63MShares$122 Million12.66% of portfolio
-
Verus Financial Partners, Inc.1.43MShares$66.5 Million7.36% of portfolio
-
Simplicity Wealth,Llc618KShares$28.7 Million2.4% of portfolio
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Envestnet Asset Management Inc371KShares$17.3 Million0.01% of portfolio
-
Creative Planning Overland Park, KS343KShares$15.9 Million0.02% of portfolio