Laurel Wealth Advisors, Inc. Dimensional ETF Tr Natl Mun Bd Transaction History
Laurel Wealth Advisors, Inc.
- $1.01 Billion
- Q4 2022
A detailed history of Laurel Wealth Advisors, Inc. transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Laurel Wealth Advisors, Inc. holds 11,708 shares of DFNM stock, worth $558,705. This represents 0.06% of its overall portfolio holdings.
Number of Shares
11,708
Previous 7,964
47.01%
Holding current value
$558,705
Previous $371,000
50.94%
% of portfolio
0.06%
Previous 0.04%
Shares
5 transactions
Others Institutions Holding DFNM
# of Institutions
202Shares Held
22.1MCall 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.1.19MShares$57 Million2.25% of portfolio
-
Geo Wealth Management, LLC Chicago, IL958KShares$45.7 Million1.71% of portfolio
-
First Ascent Asset Management, LLC901KShares$43 Million4.9% of portfolio