Private Wealth Asset Management, LLC Dimensional ETF Tr U S Small C Call Options Transaction History
Private Wealth Asset Management, LLC
- $695 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 DFAS
# of Institutions
819Shares Held
126MCall Options Held
0Put Options Held
100-
Creative Planning Overland Park, KS16.8MShares$975 Million0.95% of portfolio
-
Northern Trust Corp Chicago, IL7.97MShares$462 Million0.07% of portfolio
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Index Fund Advisors, Inc.5.85MShares$339 Million22.41% of portfolio
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Bank Of America Corp Charlotte, NC5.38MShares$312 Million0.03% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$158 Million1.82% of portfolio