Level Financial Advisors, Inc. Dimensional ETF Tr Inflation P Call Options Transaction History
Level Financial Advisors, Inc.
- $271 Million
- Q1 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding DFIP
# of Institutions
145Shares Held
15.5MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.57MShares$148 Million5.48% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO1.03MShares$42.4 Million13.1% of portfolio
-
Planning Center, Inc.850KShares$35.1 Million5.96% of portfolio
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Hill Investment Group Partners, LLC St. Louis, MO790KShares$32.6 Million4.57% of portfolio
-
Hemington Wealth Management719KShares$29.7 Million4.7% of portfolio