Aprio Wealth Management, LLC Dimensional ETF Tr Dimensional Put Options Transaction History
Aprio Wealth Management, LLC
- $514 Million
- Q2 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
---|
Others Institutions Holding DIHP
# of Institutions
185Shares Held
80.7MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc14.9MShares$396 Million0.15% of portfolio
-
Mercer Global Advisors Inc Denver, CO14.6MShares$390 Million1.12% of portfolio
-
Forum Financial Management, LP Lombard, IL6.08MShares$162 Million3.17% of portfolio
-
Vista Wealth Management Group, LLC5.84MShares$156 Million12.39% of portfolio
-
Carlson Capital Management3.81MShares$101 Million7.97% of portfolio