Beaird Harris Wealth Management, LLC Dimensional ETF Tr Short Durat Put Options Transaction History
Beaird Harris Wealth Management, LLC
- $1.01 Billion
- Q2 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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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
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Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$97.9 Million1.09% of portfolio
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Buckingham Strategic Partners Saint Louis, MO2.02MShares$95.3 Million2.21% of portfolio
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Planning Center, Inc.2.01MShares$94.8 Million16.23% of portfolio
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Di Nuzzo Private Wealth, Inc. Beaver, PA2MShares$94.2 Million15.04% of portfolio