Glass Jacobson Investment Advisors LLC Dimensional ETF Tr Natl Mun Bd Call Options Transaction History
Glass Jacobson Investment Advisors LLC
- $275 Billion
- Q2 2024
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
178Shares Held
20.9MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.59MShares$125 Million3.59% of portfolio
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Foster Group, Inc.1.22MShares$59.1 Million2.38% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.9 Million0.64% of portfolio
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First Ascent Asset Management, LLC901KShares$43.6 Million4.9% of portfolio
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Geo Wealth Management, LLC Chicago, IL885KShares$42.8 Million1.92% of portfolio