Integris Wealth Management, LLC Dimensional ETF Tr Dimensional Put Options Transaction History
Integris Wealth Management, LLC
- $358 Billion
- Q3 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding DISV
# of Institutions
269Shares Held
58.1MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.39MShares$234 Million10.25% of portfolio
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Forum Financial Management, LP Lombard, IL6.21MShares$173 Million3.44% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$87.8 Million0.94% of portfolio
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Buckingham Strategic Partners Saint Louis, MO1.56MShares$43.4 Million1.19% of portfolio
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Ritholtz Wealth Management1.35MShares$37.7 Million1.2% of portfolio