Herold Advisors, Inc. Dimensional ETF Tr Inflation P Call Options Transaction History
Herold Advisors, Inc.
- $439 Million
- Q1 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding DFIP
# of Institutions
147Shares Held
15.8MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.57MShares$149 Million5.21% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO1.03MShares$42.9 Million13.1% of portfolio
-
Planning Center, Inc.850KShares$35.5 Million5.96% of portfolio
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Hill Investment Group Partners, LLC St. Louis, MO790KShares$33 Million4.57% of portfolio
-
Hemington Wealth Management766KShares$32 Million4.64% of portfolio