Geo Wealth Management, LLC Dimensional ETF Tr Natl Mun Bd Call Options Transaction History
Geo Wealth Management, LLC
- $2.48 Billion
- Q1 2024
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
171Shares Held
20.2MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.66MShares$127 Million3.7% of portfolio
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Foster Group, Inc.1.26MShares$60 Million3.0% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO924KShares$44.1 Million0.5% of portfolio
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First Ascent Asset Management, LLC901KShares$43 Million4.9% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX841KShares$40.2 Million4.05% of portfolio