Crown Wealth Group, LLC Dimensional ETF Tr Core Fxd In Call Options Transaction History
Crown Wealth Group, LLC
- $187 Million
- Q1 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding DFCF
# of Institutions
293Shares Held
83.6MCall Options Held
0Put Options Held
0-
Truepoint, Inc.9.94MShares$416 Million12.05% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA6.95MShares$291 Million10.95% of portfolio
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Elser Financial Planning, Inc Indianapolis, IN3.1MShares$130 Million21.55% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX2.63MShares$110 Million11.04% of portfolio
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Wp Wealth LLP Fort Worth, TX2.27MShares$95 Million24.6% of portfolio