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
248Shares Held
27.8MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.74MShares$130 Million3.62% of portfolio
-
Foster Group, Inc.1.5MShares$71.3 Million2.55% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$56.7 Million0.64% of portfolio
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Geo Wealth Management, LLC Chicago, IL879KShares$41.7 Million1.79% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX803KShares$38.1 Million3.48% of portfolio