Cypress Point Wealth Management, LLC Dimensional ETF Tr Call Options Transaction History
Cypress Point Wealth Management, LLC
- $228 Million
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding DFAX
# of Institutions
512Shares Held
221MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$278 Million3.18% of portfolio
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Envestnet Asset Management Inc9.09MShares$225 Million0.08% of portfolio
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Lpl Financial LLC Fort Mill, SC7.49MShares$186 Million0.09% of portfolio
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Geometric Wealth Advisors7.2MShares$178 Million37.5% of portfolio
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Commonwealth Equity Services, LLC5.7MShares$141 Million0.23% of portfolio