Buckingham Strategic Wealth, LLC Dimensional ETF Tr Natl Mun Bd Put Options Transaction History
Buckingham Strategic Wealth, LLC
- $8.98 Billion
- Q2 2024
Put Options
0 transactions
| Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
|---|
Others Institutions Holding DFNM
# of Institutions
252Shares Held
26.8MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.74MShares$130 Million3.62% of portfolio
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Foster Group, Inc.1.1MShares$52.4 Million2.05% of portfolio
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First Ascent Asset Management, LLC901KShares$42.8 Million4.9% of portfolio
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Geo Wealth Management, LLC Chicago, IL879KShares$41.7 Million1.79% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX803KShares$38.1 Million3.48% of portfolio