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 |
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Others Institutions Holding DFNM
# of Institutions
201Shares Held
22.1MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.61MShares$125 Million3.47% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.4 Million0.64% of portfolio
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Foster Group, Inc.1.19MShares$57.3 Million2.25% of portfolio
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Geo Wealth Management, LLC Chicago, IL958KShares$46 Million1.71% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX848KShares$40.7 Million4.01% of portfolio