Integrity Wealth Solutions LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Integrity Wealth Solutions LLC
- $179 Billion
- Q4 2024
A detailed history of Integrity Wealth Solutions LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Integrity Wealth Solutions LLC holds 31,945 shares of DFNM stock, worth $1.53 Million. This represents 0.85% of its overall portfolio holdings.
Number of Shares
31,945
Previous 32,266
0.99%
Holding current value
$1.53 Million
Previous $1.57 Billion
2.57%
% of portfolio
0.85%
Previous 0.91%
Shares
5 transactions
Others Institutions Holding DFNM
# of Institutions
207Shares Held
22.6MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.61MShares$125 Million3.47% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.1 Million0.64% of portfolio
-
Foster Group, Inc.1.14MShares$54.7 Million2.17% of portfolio
-
Geo Wealth Management, LLC Chicago, IL958KShares$45.8 Million1.71% of portfolio
-
First Ascent Asset Management, LLC901KShares$43 Million4.9% of portfolio