Curated Wealth Partners LLC Dimensional ETF Tr Call Options Transaction History
Curated Wealth Partners LLC
- $830 Million
- Q2 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding DFAI
# of Institutions
675Shares Held
243MCall Options Held
500Put Options Held
0-
Prudential Financial Inc Newark, NJ18.8MShares$660 Million0.87% of portfolio
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Envestnet Asset Management Inc9.25MShares$326 Million0.1% of portfolio
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Bank Of America Corp Charlotte, NC7.01MShares$247 Million0.02% of portfolio
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Sym Financial Corp6.61MShares$233 Million25.8% of portfolio
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Cable Hill Partners, LLC Portland, OR5.71MShares$201 Million18.44% of portfolio