Magnolia Private Wealth, LLC Dimensional ETF Tr Dimensional Call Options Transaction History
Magnolia Private Wealth, LLC
- $129 Billion
- Q2 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
---|
Others Institutions Holding DFAR
# of Institutions
278Shares Held
44.1MCall Options Held
9.6KPut Options Held
0-
Vista Wealth Management Group, LLC3.13MShares$72.2 Million5.07% of portfolio
-
Prudential Financial Inc Newark, NJ2.49MShares$57.4 Million0.08% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.14MShares$49.4 Million0.07% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA2.07MShares$47.8 Million10.62% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.79MShares$41.3 Million3.53% of portfolio