Apollon Wealth Management, LLC Dimensional ETF Tr Short Durat Transaction History
Apollon Wealth Management, LLC
- $3.45 Billion
- Q3 2024
A detailed history of Apollon Wealth Management, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Apollon Wealth Management, LLC holds 64,670 shares of DFSD stock, worth $3.05 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
64,670
Previous 64,406
0.41%
Holding current value
$3.05 Million
Previous $3.03 Million
1.98%
% of portfolio
0.09%
Previous 0.09%
Shares
8 transactions
Others Institutions Holding DFSD
# of Institutions
260Shares Held
49MCall Options Held
0Put Options Held
0-
Resources Investment Advisors, Llc. Overland Park, KS2.39MShares$113 Million1.35% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.37MShares$112 Million11.04% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$97.9 Million1.09% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.02MShares$95.3 Million2.21% of portfolio
-
Planning Center, Inc.2.01MShares$94.8 Million16.23% of portfolio