Heirloom Wealth Management Dimensional ETF Tr Inflation P Call Options Transaction History
Heirloom Wealth Management
- $318 Million
- Q4 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding DFIP
# of Institutions
134Shares Held
14.4MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.52MShares$147 Million5.1% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO798KShares$33.3 Million4.33% of portfolio
-
Planning Center, Inc.754KShares$31.5 Million5.34% of portfolio
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Geometric Wealth Advisors451KShares$18.8 Million3.46% of portfolio
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Cpa Asset Management LLC West Palm Beach, FL421KShares$17.6 Million7.92% of portfolio