Pathstone Family Office, LLC Dimensional ETF Tr Emerging Mk Call Options Transaction History
Pathstone Family Office, LLC
- $15.6 Billion
- Q3 2023
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding DFEM
# of Institutions
325Shares Held
124MCall Options Held
0Put Options Held
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Forum Financial Management, LP Lombard, IL15.1MShares$427 Million8.3% of portfolio
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Ci Private Wealth, LLC Miami, FL5.46MShares$155 Million0.26% of portfolio
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Truepoint, Inc.4.23MShares$120 Million3.28% of portfolio
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High Tower Advisors, LLC Chicago, IL3.97MShares$112 Million0.17% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO3.96MShares$112 Million1.18% of portfolio