Envestnet Portfolio Solutions, Inc. Dimensional ETF Tr Core Fxd In Put Options Transaction History
Envestnet Portfolio Solutions, Inc.
- $28 Billion
- Q3 2024
Put Options
0 transactions
| Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
|---|
Others Institutions Holding DFCF
# of Institutions
330Shares Held
87.7MCall Options Held
0Put Options Held
0-
Truepoint, Inc.10.5MShares$438 Million12.4% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX2.78MShares$116 Million11.43% of portfolio
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Wp Wealth LLP Fort Worth, TX2.66MShares$111 Million23.84% of portfolio
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Resources Investment Advisors, Llc. Overland Park, KS2.43MShares$102 Million1.24% of portfolio
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Great Waters Wealth Management Minneapolis, MN2.08MShares$87 Million12.12% of portfolio