Concourse Financial Group Securities, Inc. Dimensional ETF Tr Inflation P Put Options Transaction History

Concourse Financial Group Securities, Inc.

$1.64 Billion
Q3 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding DFIP

# of Institutions

116

Shares Held

12.5M

Call Options Held

Put Options Held

Matson Money. Inc.

3.49M
Shares

$143 Million
5.09% of portfolio
Heirloom Wealth Management Greenwood Village, CO

991K
Shares

$40.6 Million
13.61% of portfolio
Hill Investment Group Partners, LLC St. Louis, MO

803K
Shares

$32.9 Million
4.54% of portfolio
Planning Center, Inc.

744K
Shares

$30.5 Million
5.32% of portfolio
Geometric Wealth Advisors

430K
Shares

$17.6 Million
3.51% of portfolio

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