Geometric Wealth Advisors Dimensional ETF Tr Inflation P Put Options Transaction History
Geometric Wealth Advisors
- $529 Million
- Q4 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding DFIP
# of Institutions
132Shares Held
14.4MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.52MShares$145 Million5.1% of portfolio
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Heirloom Wealth Management Greenwood Village, CO1.05MShares$43.5 Million13.39% of portfolio
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Hill Investment Group Partners, LLC St. Louis, MO798KShares$33 Million4.33% of portfolio
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Planning Center, Inc.754KShares$31.2 Million5.34% of portfolio
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Cpa Asset Management LLC West Palm Beach, FL421KShares$17.4 Million7.92% of portfolio