Family Wealth Partners, LLC Dimensional ETF Tr Dimensional Call Options Transaction History
Family Wealth Partners, LLC
- $195 Billion
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding DUHP
# of Institutions
328Shares Held
206MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO37.8MShares$1.33 Billion2.82% of portfolio
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Envestnet Asset Management Inc36.9MShares$1.3 Billion0.42% of portfolio
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Merriman Wealth Management, LLC8.34MShares$293 Million12.03% of portfolio
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Forum Financial Management, LP Lombard, IL6.84MShares$241 Million4.45% of portfolio
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Vista Wealth Management Group, LLC6.74MShares$237 Million15.86% of portfolio