Mills Wealth Advisors LLC Dimensional ETF Tr U S Target Put Options Transaction History
Mills Wealth Advisors LLC
- $145 Billion
- Q3 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding DFAT
# of Institutions
668Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$784 Million0.78% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$690 Million7.18% of portfolio
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Forum Financial Management, LP Lombard, IL8.78MShares$487 Million9.32% of portfolio
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Index Fund Advisors, Inc.7.37MShares$409 Million22.37% of portfolio
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Savant Capital, LLC5.19MShares$288 Million2.46% of portfolio