Geo Wealth Management, LLC Dimensional ETF Tr Natl Mun Bd Put Options Transaction History
Geo Wealth Management, LLC
- $2.2 Billion
- Q2 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding DFNM
# of Institutions
179Shares Held
20.9MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.59MShares$126 Million3.59% of portfolio
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Foster Group, Inc.1.22MShares$59.2 Million2.38% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$58 Million0.64% of portfolio
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First Ascent Asset Management, LLC901KShares$43.7 Million4.9% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX848KShares$41.1 Million4.01% of portfolio