Heritage Wealth Management, Inc. /Ca/ Dimensional ETF Tr Call Options Transaction History
Heritage Wealth Management, Inc. /Ca/
- $141 Billion
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding DFAU
# of Institutions
413Shares Held
108MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$201 Million2.14% of portfolio
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Parsec Financial Management, Inc.4.15MShares$173 Million5.04% of portfolio
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Modera Wealth Management, LLC3.68MShares$153 Million1.87% of portfolio
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Aquire Wealth Advisors, LLC3.5MShares$146 Million43.58% of portfolio
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Allworth Financial LP2.88MShares$120 Million0.71% of portfolio