Mission Wealth Management, LP Dimensional ETF Tr Call Options Transaction History
Mission Wealth Management, LP
- $4.6 Billion
- Q2 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding DFAI
# of Institutions
679Shares Held
250MCall Options Held
500Put Options Held
0-
Prudential Financial Inc Newark, NJ16.1MShares$573 Million0.75% of portfolio
-
Envestnet Asset Management Inc9.25MShares$329 Million0.1% of portfolio
-
Wiley Bros. Aintree Capital, LLC7.21MShares$256 Million1.99% of portfolio
-
Bank Of America Corp Charlotte, NC7.01MShares$249 Million0.02% of portfolio
-
Sym Financial Corp6.61MShares$235 Million25.8% of portfolio