Envestnet Asset Management Inc Dimensional ETF Tr U S Core Eq Call Options Transaction History
Envestnet Asset Management Inc
- $302 Billion
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding DFAC
# of Institutions
921Shares Held
741MCall Options Held
76KPut Options Held
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Mercer Global Advisors Inc Denver, CO50.1MShares$1.75 Billion3.76% of portfolio
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Forum Financial Management, LP Lombard, IL37.6MShares$1.31 Billion24.59% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.3 Billion13.39% of portfolio
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Lpl Financial LLC Fort Mill, SC17.7MShares$621 Million0.28% of portfolio
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Buckingham Strategic Partners Saint Louis, MO13.1MShares$458 Million10.28% of portfolio