Heritage Financial Services, LLC Dimensional ETF Tr Emerging Mk Put Options Transaction History
Heritage Financial Services, LLC
- $732 Million
- Q3 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding DFEM
# of Institutions
346Shares Held
131MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL15.6MShares$414 Million8.36% of portfolio
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Ci Private Wealth, LLC Miami, FL5.76MShares$153 Million0.23% of portfolio
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Truepoint, Inc.4.44MShares$118 Million3.42% of portfolio
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High Tower Advisors, LLC Chicago, IL3.99MShares$106 Million0.16% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO3.96MShares$105 Million1.18% of portfolio