Midland Wealth Advisors LLC Dimensional ETF Tr U S Target Call Options Transaction History
Midland Wealth Advisors LLC
- $1.62 Trillion
- Q1 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
---|
Others Institutions Holding DFAT
# of Institutions
636Shares Held
154MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.7MShares$753 Million0.83% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.6MShares$696 Million7.81% of portfolio
-
Forum Financial Management, LP Lombard, IL9.09MShares$500 Million9.57% of portfolio
-
Index Fund Advisors, Inc.7.73MShares$425 Million23.74% of portfolio
-
Savant Capital, LLC4.82MShares$265 Million3.04% of portfolio