Willow Creek Wealth Management Inc. American Centy ETF Tr Avantis Put Options Transaction History
Willow Creek Wealth Management Inc.
- $782 Million
- Q4 2023
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding AVLV
# of Institutions
284Shares Held
57.4MCall Options Held
100Put Options Held
0-
Wealth Enhancement Advisory Services, LLC7.71MShares$522 Million1.14% of portfolio
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Merriman Wealth Management, LLC2.01MShares$136 Million5.61% of portfolio
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Envestnet Asset Management Inc1.77MShares$120 Million0.04% of portfolio
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Pure Financial Advisors, LLC1.67MShares$113 Million2.72% of portfolio
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Ameriprise Financial Inc Minneapolis, MN1.62MShares$110 Million0.03% of portfolio