First Ascent Asset Management, LLC Dimensional ETF Tr Natl Mun Bd Call Options Transaction History
First Ascent Asset Management, LLC
- $892 Billion
- Q4 2023
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding DFNM
# of Institutions
251Shares Held
27.5MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.64MShares$127 Million3.2% of portfolio
-
Foster Group, Inc.1.49MShares$71.9 Million2.36% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.6 Million0.64% of portfolio
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Geo Wealth Management, LLC Chicago, IL862KShares$41.6 Million1.71% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX822KShares$39.6 Million3.28% of portfolio