Integrity Wealth Solutions LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Integrity Wealth Solutions LLC
- $154 Billion
- Q2 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 37,960 shares of DFNM stock, worth $1.84 Million. This represents 1.18% of its overall portfolio holdings.
Number of Shares
37,960
Previous 42,086
9.8%
Holding current value
$1.84 Million
Previous $2.02 Billion
10.4%
% of portfolio
1.18%
Previous 1.32%
Shares
3 transactions
Others Institutions Holding DFNM
# of Institutions
179Shares Held
20.9MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.59MShares$125 Million3.59% of portfolio
-
Foster Group, Inc.1.22MShares$59 Million2.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.9 Million0.64% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.6 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL885KShares$42.8 Million1.92% of portfolio