Assured Partners Investment Advisors, LLC Dimensional ETF Tr Call Options Transaction History
Assured Partners Investment Advisors, LLC
- $518 Billion
- Q1 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding DFAX
# of Institutions
607Shares Held
248MCall Options Held
6.8KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$333 Million3.18% of portfolio
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Geometric Wealth Advisors7.93MShares$235 Million37.02% of portfolio
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Lpl Financial LLC Fort Mill, SC7.84MShares$232 Million0.08% of portfolio
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Envestnet Asset Management Inc7.7MShares$228 Million0.07% of portfolio
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Rfg Advisory, LLC Birmingham, AL5.74MShares$170 Million4.32% of portfolio