First Ascent Asset Management, LLC Dimensional ETF Tr Natl Mun Bd Put Options Transaction History
First Ascent Asset Management, LLC
- $892 Billion
- Q4 2023
Put Options
0 transactions
| Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
|---|
Others Institutions Holding DFNM
# of Institutions
232Shares Held
24.7MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.7MShares$130 Million3.53% 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.1.14MShares$54.9 Million2.17% of portfolio
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Geo Wealth Management, LLC Chicago, IL1.01MShares$48.3 Million1.65% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX819KShares$39.3 Million3.61% of portfolio