Lionshead Wealth Management, LLC Dimensional ETF Tr Dimensional Call Options Transaction History
Lionshead Wealth Management, LLC
- $138 Billion
- Q4 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding DUHP
# of Institutions
395Shares Held
219MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc38.2MShares$1.26 Billion0.43% of portfolio
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Mercer Global Advisors Inc Denver, CO35.7MShares$1.17 Billion2.98% of portfolio
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Merriman Wealth Management, LLC8.15MShares$268 Million11.99% of portfolio
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Vista Wealth Management Group, LLC6.91MShares$227 Million15.68% of portfolio
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Forum Financial Management, LP Lombard, IL6.87MShares$226 Million4.6% of portfolio