Envestnet Asset Management Inc Dimensional ETF Tr Dimensional 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 DUHP
# of Institutions
345Shares Held
209MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO37.8MShares$1.33 Billion2.82% of portfolio
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Merriman Wealth Management, LLC8.34MShares$293 Million12.03% of portfolio
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Vista Wealth Management Group, LLC6.91MShares$243 Million15.68% of portfolio
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Forum Financial Management, LP Lombard, IL6.84MShares$240 Million4.45% of portfolio
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Pure Financial Advisors, LLC5.46MShares$192 Million4.35% of portfolio