Ep Wealth Advisors, LLC Dimensional ETF Tr Emerging Mk Put Options Transaction History
Ep Wealth Advisors, LLC
- $14.6 Billion
- Q2 2025
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding DFEV
# of Institutions
208Shares Held
25MCall Options Held
0Put Options Held
0-
Asset Dedication, LLC2.56MShares$81.9 Million5.69% of portfolio
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Ritholtz Wealth Management1.25MShares$40 Million0.84% of portfolio
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Jones Financial Companies Lllp1.21MShares$38.9 Million0.03% of portfolio
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High Tower Advisors, LLC Chicago, IL943KShares$30.2 Million0.04% of portfolio
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Raymond James Financial Inc St. Petersburg, FL877KShares$28.1 Million0.01% of portfolio