Elevate Wealth Advisory, Inc Dimensional ETF Tr Call Options Transaction History
Elevate Wealth Advisory, Inc
- $141 Billion
- Q2 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
---|---|---|---|---|---|
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
Others Institutions Holding DFAI
# of Institutions
679Shares Held
250MCall Options Held
500Put Options Held
0-
Prudential Financial Inc Newark, NJ16.1MShares$573 Million0.75% of portfolio
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Envestnet Asset Management Inc9.25MShares$329 Million0.1% of portfolio
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Bank Of America Corp Charlotte, NC7.55MShares$269 Million0.02% of portfolio
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Wiley Bros. Aintree Capital, LLC7.21MShares$256 Million1.99% of portfolio
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Sym Financial Corp6.61MShares$235 Million25.8% of portfolio