Ever Source Wealth Advisors, LLC Dimensional ETF Tr Core Fxd In Put Options Transaction History
Ever Source Wealth Advisors, LLC
- $1.25 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 DFCF
# of Institutions
290Shares Held
78.2MCall Options Held
0Put Options Held
0-
Truepoint, Inc.9.94MShares$415 Million12.05% of portfolio
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Hbk Sorce Advisory LLC Erie, PA6.95MShares$290 Million10.95% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX2.63MShares$110 Million11.04% of portfolio
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Wp Wealth LLP Fort Worth, TX2.27MShares$94.7 Million24.6% of portfolio
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Resources Investment Advisors, Llc. Overland Park, KS1.88MShares$78.3 Million1.26% of portfolio