B.O.S.S. Retirement Advisors, LLC Dimensional ETF Tr Short Durat Call Options Transaction History
B.O.S.S. Retirement Advisors, LLC
- $497 Billion
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding DFSD
# of Institutions
264Shares Held
46.8MCall Options Held
0Put Options Held
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Resources Investment Advisors, Llc. Overland Park, KS2.39MShares$113 Million1.35% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX2.37MShares$112 Million11.04% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$98.2 Million1.09% of portfolio
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Planning Center, Inc.2.01MShares$95.1 Million16.23% of portfolio
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Di Nuzzo Private Wealth, Inc. Beaver, PA2MShares$94.5 Million15.04% of portfolio