En Rich Financial Partners LLC Dimensional ETF Tr Dimensional Call Options Transaction History
En Rich Financial Partners LLC
- $267 Billion
- Q1 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding DUHP
# of Institutions
279Shares Held
166MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO26.3MShares$854 Million2.36% of portfolio
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Envestnet Asset Management Inc25.6MShares$833 Million0.31% of portfolio
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Merriman Wealth Management, LLC8.1MShares$263 Million11.86% of portfolio
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Forum Financial Management, LP Lombard, IL7.08MShares$230 Million4.33% of portfolio
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Vista Wealth Management Group, LLC6.69MShares$217 Million16.65% of portfolio