Kestra Advisory Services, LLC Dimensional ETF Tr Short Durat Call Options Transaction History
Kestra Advisory Services, LLC
- $14.4 Billion
- Q1 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding DFSD
# of Institutions
223Shares Held
35.2MCall Options Held
0Put Options Held
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Beaird Harris Wealth Management, LLC Dallas, TX2.25MShares$106 Million10.59% of portfolio
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Di Nuzzo Private Wealth, Inc. Beaver, PA1.95MShares$91.8 Million15.85% of portfolio
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Resources Investment Advisors, Llc. Overland Park, KS1.77MShares$83.5 Million1.34% of portfolio
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High Tower Advisors, LLC Chicago, IL1.58MShares$74.5 Million0.12% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO1.58MShares$74.4 Million0.84% of portfolio