Envision Financial Planning, LLC Dimensional ETF Tr Natl Mun Bd Put Options Transaction History
Envision Financial Planning, LLC
- $190 Billion
- Q3 2024
Put Options
0 transactions
| Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
|---|
Others Institutions Holding DFNM
# of Institutions
202Shares Held
22.1MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.61MShares$125 Million3.47% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.1 Million0.64% of portfolio
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Foster Group, Inc.1.19MShares$57 Million2.25% of portfolio
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Geo Wealth Management, LLC Chicago, IL958KShares$45.7 Million1.71% of portfolio
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First Ascent Asset Management, LLC901KShares$43 Million4.9% of portfolio