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
- $1.18 Trillion
- Q3 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 74,469 shares of DFNM stock, worth $3.56 Million. This represents 0.31% of its overall portfolio holdings.
Number of Shares
74,469
Previous 72,056
3.35%
Holding current value
$3.56 Million
Previous $3.44 Billion
5.02%
% of portfolio
0.31%
Previous 0.38%
Shares
4 transactions
Others Institutions Holding DFNM
# of Institutions
185Shares Held
21.1MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.59MShares$124 Million3.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.3 Million0.64% of portfolio
-
Foster Group, Inc.1.19MShares$57.1 Million2.25% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.1 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL885KShares$42.3 Million1.92% of portfolio