Sage View Advisory Group, LLC Dimensional ETF Tr Dimensional Call Options Transaction History
Sage View Advisory Group, LLC
- $1.97 Trillion
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding DFAR
# of Institutions
218Shares Held
35.4MCall Options Held
0Put Options Held
0-
Vista Wealth Management Group, LLC2.95MShares$72.5 Million5.23% of portfolio
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High Tower Advisors, LLC Chicago, IL2.2MShares$54 Million0.08% of portfolio
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Elwood & Goetz Wealth Advisory Group, LLC Athens, GA1.93MShares$47.4 Million12.28% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX1.63MShares$40 Million3.86% of portfolio
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Bridgeworth, LLC Birmingham, AL1.33MShares$32.6 Million2.99% of portfolio