Heritage Wealth Management, Inc./Texas Dimensional ETF Tr Call Options Transaction History
Heritage Wealth Management, Inc./Texas
- $201 Billion
- Q2 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding DFAE
# of Institutions
606Shares Held
175MCall Options Held
0Put Options Held
0-
Retirement Systems Of Alabama12.7MShares$397 Million1.34% of portfolio
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Mather Group, Llc. Chicago, IL12.1MShares$380 Million3.78% of portfolio
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Ubs Group Ag6.13MShares$192 Million0.03% of portfolio
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Bank Of America Corp Charlotte, NC5.07MShares$159 Million0.01% of portfolio
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Foster Group, Inc.4.02MShares$126 Million4.18% of portfolio