Ci Private Wealth, LLC Dimensional ETF Tr Emerging Mk Call Options Transaction History
Ci Private Wealth, LLC
- $62.5 Billion
- Q3 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding DFEM
# of Institutions
499Shares Held
174MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL17.2MShares$570 Million8.59% of portfolio
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Buckingham Strategic Partners Saint Louis, MO6.02MShares$199 Million2.34% of portfolio
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Sequoia Financial Advisors, LLC4.89MShares$162 Million1.07% of portfolio
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Truepoint, Inc.4.44MShares$147 Million3.41% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO3.96MShares$131 Million1.18% of portfolio