Cascade Wealth Advisors, Inc Dimensional ETF Tr U S Target Put Options Transaction History
Cascade Wealth Advisors, Inc
- $140 Billion
- Q3 2024
Put Options
0 transactions
| Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
|---|
Others Institutions Holding DFAT
# of Institutions
668Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$814 Million0.78% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$716 Million7.18% of portfolio
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Forum Financial Management, LP Lombard, IL8.78MShares$505 Million9.32% of portfolio
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Index Fund Advisors, Inc.7.37MShares$424 Million22.37% of portfolio
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Savant Capital, LLC5.19MShares$299 Million2.46% of portfolio