Monument Group Wealth Advisors, LLC Dimensional ETF Tr Dimensional Put Options Transaction History
Monument Group Wealth Advisors, LLC
- $166 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 DFAR
# of Institutions
204Shares Held
34.8MCall Options Held
0Put Options Held
0-
Vista Wealth Management Group, LLC2.95MShares$74.4 Million4.94% of portfolio
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High Tower Advisors, LLC Chicago, IL2.15MShares$54.2 Million0.07% of portfolio
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Elwood & Goetz Wealth Advisory Group, LLC Athens, GA1.88MShares$47.4 Million11.83% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX1.68MShares$42.3 Million3.67% of portfolio
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Savant Capital, LLC1.4MShares$35.2 Million0.3% of portfolio