Hbk Sorce Advisory LLC Dimensional ETF Tr Core Fxd In Call Options Transaction History
Hbk Sorce Advisory LLC
- $2.67 Billion
- Q1 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
---|
Others Institutions Holding DFCF
# of Institutions
289Shares Held
78.2MCall Options Held
0Put Options Held
0-
Truepoint, Inc.9.94MShares$413 Million12.05% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.63MShares$109 Million11.04% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.27MShares$94.3 Million24.6% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS1.88MShares$78 Million1.26% of portfolio
-
Commonwealth Equity Services, LLC1.76MShares$73.1 Million0.12% of portfolio