Wealth Preservation Advisors, LLC Dimensional ETF Tr U S Core Eq Put Options Transaction History
Wealth Preservation Advisors, LLC
- $140 Billion
- Q1 2025
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding DFAC
# of Institutions
1,089Shares Held
806MCall Options Held
46.6KPut Options Held
600-
Mercer Global Advisors Inc Denver, CO53.8MShares$1.74 Billion4.13% of portfolio
-
Envestnet Asset Management Inc52.2MShares$1.68 Billion0.58% of portfolio
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Forum Financial Management, LP Lombard, IL37.8MShares$1.22 Billion23.61% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.2 Billion13.39% of portfolio
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Lpl Financial LLC Fort Mill, SC17.4MShares$560 Million0.23% of portfolio