Curated Wealth Partners LLC Dimensional ETF Tr Put Options Transaction History
Curated Wealth Partners LLC
- $769 Million
- Q3 2024
Put Options
1 transactions
Others Institutions Holding DFAI
# of Institutions
539Shares Held
179MCall Options Held
7.8KPut Options Held
0-
Sym Financial Corp6.3MShares$185 Million26.89% of portfolio
-
Bank Of America Corp Charlotte, NC6.04MShares$177 Million0.02% of portfolio
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Cable Hill Partners, LLC Portland, OR5.44MShares$160 Million17.91% of portfolio
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Northern Trust Corp Chicago, IL4.32MShares$127 Million0.02% of portfolio
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Ci Private Wealth, LLC Miami, FL4.21MShares$124 Million0.19% of portfolio