Grand Wealth Management, LLC Dimensional ETF Tr Dimensional Call Options Transaction History
Grand Wealth Management, LLC
- $171 Million
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding DFSB
# of Institutions
65Shares Held
3.48MCall Options Held
0Put Options Held
0-
Abacus Wealth Partners, LLC Santa Monica, CA1.93MShares$015.4% of portfolio
-
Quantum Financial Advisors, LLC Manhattan Beach, CA356KShares$00.0% of portfolio
-
Rfg Advisory, LLC Birmingham, AL230KShares$00.0% of portfolio
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Sei Investments CO Oaks, PA120KShares$00.0% of portfolio
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Ci Private Wealth, LLC Miami, FL103KShares$00.0% of portfolio