Buckingham Strategic Wealth, LLC Dimensional ETF Tr Natl Mun Bd Call Options Transaction History
Buckingham Strategic Wealth, LLC
- $8.98 Billion
- Q2 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding DFNM
# of Institutions
201Shares Held
22.1MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.61MShares$125 Million3.47% of portfolio
-
Foster Group, Inc.1.19MShares$57.3 Million2.25% of portfolio
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Geo Wealth Management, LLC Chicago, IL958KShares$46 Million1.71% of portfolio
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First Ascent Asset Management, LLC901KShares$43.3 Million4.9% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX848KShares$40.7 Million4.01% of portfolio