Wealth Preservation Advisors, LLC Dimensional ETF Tr 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 DFAI
# of Institutions
646Shares Held
234MCall Options Held
500Put Options Held
0-
Prudential Financial Inc Newark, NJ18.8MShares$607 Million0.87% of portfolio
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Envestnet Asset Management Inc7.43MShares$241 Million0.08% of portfolio
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Bank Of America Corp Charlotte, NC7.01MShares$227 Million0.02% of portfolio
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Sym Financial Corp6.67MShares$216 Million25.84% of portfolio
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Cable Hill Partners, LLC Portland, OR5.71MShares$185 Million18.44% of portfolio