Mbl Wealth, LLC Dimensional ETF Tr Natl Mun Bd Call Options Transaction History
Mbl Wealth, LLC
- $830 Million
- Q1 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding DFNM
# of Institutions
173Shares Held
20.3MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.66MShares$128 Million3.7% of portfolio
-
Foster Group, Inc.1.26MShares$60.2 Million3.0% of portfolio
-
Geo Wealth Management, LLC Chicago, IL932KShares$44.6 Million1.81% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO924KShares$44.3 Million0.5% of portfolio
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First Ascent Asset Management, LLC901KShares$43.2 Million4.9% of portfolio