Envision Financial Planning, LLC Dimensional ETF Tr Dimensional Put Options Transaction History
Envision Financial Planning, LLC
- $124 Billion
- Q1 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding DUHP
# of Institutions
268Shares Held
163MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO26.3MShares$847 Million2.36% of portfolio
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Envestnet Asset Management Inc25.6MShares$826 Million0.31% of portfolio
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Merriman Wealth Management, LLC8.1MShares$261 Million11.86% of portfolio
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Forum Financial Management, LP Lombard, IL7.08MShares$228 Million4.33% of portfolio
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Vista Wealth Management Group, LLC6.69MShares$215 Million16.65% of portfolio