Intercontinental Wealth Advisors, LLC Dimensional ETF Tr Put Options Transaction History
Intercontinental Wealth Advisors, LLC
- $416 Million
- Q2 2023
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding DFAX
# of Institutions
493Shares Held
219MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$304 Million3.18% of portfolio
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Envestnet Asset Management Inc9.73MShares$263 Million0.09% of portfolio
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Lpl Financial LLC Fort Mill, SC7.38MShares$199 Million0.1% of portfolio
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Geometric Wealth Advisors7.31MShares$198 Million38.77% of portfolio
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Monograph Wealth Advisors, LLC5.51MShares$149 Million21.36% of portfolio