Ci Private Wealth, LLC Dimensional ETF Tr Dimensional Call Options Transaction History
Ci Private Wealth, LLC
- $68.1 Billion
- Q2 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding DFIS
# of Institutions
283Shares Held
104MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp34.1MShares$1.06 Billion0.74% of portfolio
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Matson Money. Inc.12.2MShares$378 Million12.88% of portfolio
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Envestnet Portfolio Solutions, Inc. Berwyn, PA3.53MShares$109 Million0.47% of portfolio
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First Citizens Bank & Trust CO3.43MShares$106 Million1.94% of portfolio
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Balasa Dinverno & Foltz LLC Itasca, IL2.6MShares$80.6 Million3.04% of portfolio