Ci Private Wealth, LLC Dimensional ETF Tr Dimensional Call Options Transaction History
Ci Private Wealth, LLC
- $59.6 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 DFIS
# of Institutions
264Shares Held
85MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp18.4MShares$559 Million0.43% of portfolio
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Matson Money. Inc.12.5MShares$379 Million12.99% of portfolio
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Envestnet Portfolio Solutions, Inc. Berwyn, PA2.93MShares$88.9 Million0.36% of portfolio
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First Citizens Bank & Trust CO2.86MShares$86.7 Million1.31% of portfolio
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Balasa Dinverno & Foltz LLC Itasca, IL2.6MShares$79 Million3.04% of portfolio