C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Dimensional ETF Tr Natl Mun Bd Transaction History
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
- $845 Billion
- Q1 2024
A detailed history of C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors holds 65,134 shares of DFNM stock, worth $3.09 Million. This represents 0.37% of its overall portfolio holdings.
Number of Shares
65,134
Previous 106,058
38.59%
Holding current value
$3.09 Million
Previous $5.14 Billion
39.12%
% of portfolio
0.37%
Previous 0.56%
Shares
2 transactions
Others Institutions Holding DFNM
# of Institutions
171Shares Held
20.2MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.66MShares$126 Million3.7% of portfolio
-
Foster Group, Inc.1.26MShares$59.7 Million3.0% of portfolio
-
Geo Wealth Management, LLC Chicago, IL932KShares$44.2 Million1.81% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO924KShares$43.9 Million0.5% of portfolio
-
First Ascent Asset Management, LLC901KShares$42.8 Million4.9% of portfolio