Align Wealth Management, LLC Dimensional ETF Tr Inflation P Call Options Transaction History
Align Wealth Management, LLC
- $118 Billion
- Q4 2022
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding DFIP
# of Institutions
106Shares Held
12.1MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.49MShares$144 Million5.09% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO991KShares$40.8 Million13.61% of portfolio
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Hill Investment Group Partners, LLC St. Louis, MO811KShares$33.4 Million4.48% of portfolio
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Planning Center, Inc.739KShares$30.4 Million5.43% of portfolio
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Geometric Wealth Advisors430KShares$17.7 Million3.51% of portfolio