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 |
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Others Institutions Holding DFNM
# of Institutions
232Shares Held
24.7MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.7MShares$130 Million3.53% of portfolio
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Foster Group, Inc.1.14MShares$54.9 Million2.17% of portfolio
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Geo Wealth Management, LLC Chicago, IL1.01MShares$48.3 Million1.65% of portfolio
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First Ascent Asset Management, LLC901KShares$43.2 Million4.9% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX819KShares$39.3 Million3.61% of portfolio