Baker Ellis Asset Management LLC Pimco Rafi Dynamic Multi Facto Put Options Transaction History
Baker Ellis Asset Management LLC
- $703 Million
- Q2 2025
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding MFUS
# of Institutions
31Shares Held
2.95MCall Options Held
0Put Options Held
0-
Schiavi & CO LLC Wilmington, DE1.34MShares$72.2 Million28.55% of portfolio
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Austin Wealth Management, LLC Austin, TX567KShares$30.5 Million5.52% of portfolio
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Williams & Novak, LLC Westlake Village, CA144KShares$7.75 Million7.04% of portfolio
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Entrewealth, LLC Austin, TX109KShares$5.89 Million4.22% of portfolio
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Marshall Investment Management, LLC Littleton, CO78.4KShares$4.22 Million2.45% of portfolio