Integrity Wealth Solutions LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Integrity Wealth Solutions LLC
- $171 Billion
- Q3 2024
A detailed history of Integrity Wealth Solutions LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Integrity Wealth Solutions LLC holds 32,266 shares of DFNM stock, worth $1.54 Million. This represents 0.91% of its overall portfolio holdings.
Number of Shares
32,266
Previous 37,960
15.0%
Holding current value
$1.54 Million
Previous $1.81 Billion
13.63%
% of portfolio
0.91%
Previous 1.18%
Shares
4 transactions
Others Institutions Holding DFNM
# of Institutions
202Shares Held
22.1MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.61MShares$125 Million3.47% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57 Million0.64% of portfolio
-
Foster Group, Inc.1.19MShares$56.9 Million2.25% of portfolio
-
Geo Wealth Management, LLC Chicago, IL958KShares$45.7 Million1.71% of portfolio
-
First Ascent Asset Management, LLC901KShares$43 Million4.9% of portfolio