Align Wealth Management, LLC Dimensional ETF Tr Dimensional Put Options Transaction History
Align Wealth Management, LLC
- $118 Billion
- Q4 2022
Put Options
0 transactions
| Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
|---|
Others Institutions Holding DUHP
# of Institutions
310Shares Held
188MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc36.9MShares$1.26 Billion0.42% of portfolio
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Mercer Global Advisors Inc Denver, CO30.6MShares$1.04 Billion2.48% of portfolio
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Merriman Wealth Management, LLC8.21MShares$280 Million11.93% of portfolio
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Forum Financial Management, LP Lombard, IL6.84MShares$233 Million4.45% of portfolio
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Vista Wealth Management Group, LLC6.74MShares$230 Million15.86% of portfolio