Allworth Financial LP Dimensional ETF Tr Natl Mun Bd Call Options Transaction History
Allworth Financial LP
- $15.5 Billion
- Q2 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
---|
Others Institutions Holding DFNM
# of Institutions
180Shares Held
20.9MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.59MShares$125 Million3.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.8 Million0.64% of portfolio
-
Foster Group, Inc.1.19MShares$57.7 Million2.25% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.5 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL885KShares$42.8 Million1.92% of portfolio