Investmark Advisory Group LLC Dimensional ETF Tr Dimensional Put Options Transaction History
Investmark Advisory Group LLC
- $202 Million
- Q3 2024
Put Options
0 transactions
| Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
|---|
Others Institutions Holding DUHP
# of Institutions
329Shares Held
206MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO37.8MShares$1.32 Billion2.82% of portfolio
-
Envestnet Asset Management Inc36.9MShares$1.28 Billion0.42% of portfolio
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Merriman Wealth Management, LLC8.34MShares$290 Million12.03% of portfolio
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Forum Financial Management, LP Lombard, IL6.84MShares$238 Million4.45% of portfolio
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Vista Wealth Management Group, LLC6.74MShares$234 Million15.86% of portfolio