Family Wealth Partners, LLC Dimensional ETF Tr Dimensional Put Options Transaction History
Family Wealth Partners, LLC
- $193 Billion
- Q2 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding DIHP
# of Institutions
185Shares Held
80.7MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc14.9MShares$391 Million0.15% of portfolio
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Mercer Global Advisors Inc Denver, CO14.6MShares$385 Million1.12% of portfolio
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Forum Financial Management, LP Lombard, IL6.08MShares$160 Million3.17% of portfolio
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Vista Wealth Management Group, LLC5.84MShares$154 Million12.39% of portfolio
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Carlson Capital Management3.81MShares$100 Million7.97% of portfolio