Aprio Wealth Management, LLC Dimensional ETF Tr U S Core Eq Put Options Transaction History
Aprio Wealth Management, LLC
- $577 Million
- Q3 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding DFAC
# of Institutions
912Shares Held
735MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.03 Billion0.64% of portfolio
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Mercer Global Advisors Inc Denver, CO50.1MShares$1.8 Billion3.76% of portfolio
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Forum Financial Management, LP Lombard, IL37.6MShares$1.35 Billion24.59% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.34 Billion13.39% of portfolio
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Lpl Financial LLC Fort Mill, SC17.7MShares$638 Million0.28% of portfolio