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
115Shares Held
12.5MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.49MShares$143 Million5.09% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO991KShares$40.6 Million13.61% of portfolio
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Hill Investment Group Partners, LLC St. Louis, MO803KShares$32.8 Million4.54% of portfolio
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Planning Center, Inc.744KShares$30.5 Million5.32% of portfolio
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Geometric Wealth Advisors430KShares$17.6 Million3.51% of portfolio