Keystone Global Partners, LLC Dimensional ETF Tr Natl Mun Bd Call Options Transaction History
Keystone Global Partners, LLC
- $143 Billion
- Q1 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding DFNM
# of Institutions
248Shares Held
25.8MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.74MShares$129 Million3.62% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$56.6 Million0.64% of portfolio
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Foster Group, Inc.1.1MShares$52.3 Million2.05% of portfolio
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First Ascent Asset Management, LLC901KShares$42.6 Million4.9% of portfolio
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Geo Wealth Management, LLC Chicago, IL879KShares$41.6 Million1.79% of portfolio