Heritage Wealth Management, Inc./Texas Dimensional ETF Tr Emerging Mk Call Options Transaction History
Heritage Wealth Management, Inc./Texas
- $160 Billion
- Q2 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding DFEV
# of Institutions
149Shares Held
16.6MCall Options Held
0Put Options Held
0-
Asset Dedication, LLC2.29MShares$61 Million4.42% of portfolio
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Ritholtz Wealth Management932KShares$24.8 Million0.85% of portfolio
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True Wealth Design, LLC Akron, OH767KShares$20.4 Million5.21% of portfolio
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Marquette Asset Management, LLC631KShares$16.8 Million2.96% of portfolio
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Beacon Pointe Advisors, LLC Newport Beach, CA593KShares$15.8 Million0.2% of portfolio