Ci Private Wealth, LLC Dimensional ETF Tr Us Marketwi Call Options Transaction History
Ci Private Wealth, LLC
- $76.5 Billion
- Q2 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding DFUV
# of Institutions
741Shares Held
279MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO36.1MShares$1.61 Billion3.16% of portfolio
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Envestnet Asset Management Inc31.8MShares$1.42 Billion0.41% of portfolio
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Savant Capital, LLC16.7MShares$747 Million4.61% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$644 Million6.31% of portfolio
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Balasa Dinverno & Foltz LLC Itasca, IL7.64MShares$341 Million14.27% of portfolio