Bromfield Sneider Wealth Advisors Dimensional ETF Tr Us Marketwi Call Options Transaction History
Bromfield Sneider Wealth Advisors
- $160 Million
- Q1 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|---|---|---|---|---|
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
Others Institutions Holding DFUV
# of Institutions
701Shares Held
275MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc33.9MShares$1.39 Billion0.46% of portfolio
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Mercer Global Advisors Inc Denver, CO31.5MShares$1.29 Billion3.18% of portfolio
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Savant Capital, LLC18MShares$737 Million5.98% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$592 Million6.31% of portfolio
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Ci Private Wealth, LLC Miami, FL10.7MShares$441 Million0.67% of portfolio