Forthright Family Wealth Advisory LLC Dimensional ETF Tr Call Options Transaction History
Forthright Family Wealth Advisory LLC
- $134 Million
- Q1 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding DFAI
# of Institutions
668Shares Held
244MCall Options Held
500Put Options Held
0-
Prudential Financial Inc Newark, NJ18.8MShares$639 Million0.87% of portfolio
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Envestnet Asset Management Inc9.25MShares$315 Million0.1% of portfolio
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Bank Of America Corp Charlotte, NC7.01MShares$239 Million0.02% of portfolio
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Sym Financial Corp6.61MShares$225 Million25.8% of portfolio
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Cable Hill Partners, LLC Portland, OR5.71MShares$194 Million18.44% of portfolio