Cherry Tree Wealth Management, LLC Dimensional ETF Tr Us Marketwi Put Options Transaction History
Cherry Tree Wealth Management, LLC
- $422 Billion
- Q3 2024
Put Options
0 transactions
| Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
|---|
Others Institutions Holding DFUV
# of Institutions
640Shares Held
267MCall Options Held
300Put Options Held
0-
Mercer Global Advisors Inc Denver, CO35.3MShares$1.46 Billion3.22% of portfolio
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Envestnet Asset Management Inc33MShares$1.36 Billion0.46% of portfolio
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Savant Capital, LLC18.5MShares$765 Million6.58% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$596 Million6.31% of portfolio
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Ci Private Wealth, LLC Miami, FL10.9MShares$450 Million0.65% of portfolio