Pathstone Family Office, LLC Dimensional ETF Tr Natl Mun Bd Put Options Transaction History
Pathstone Family Office, LLC
- $15.6 Billion
- Q3 2023
Put Options
0 transactions
| Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
|---|
Others Institutions Holding DFNM
# of Institutions
250Shares Held
26.6MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.74MShares$129 Million3.62% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$56.5 Million0.64% of portfolio
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Foster Group, Inc.1.1MShares$52.1 Million2.05% of portfolio
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First Ascent Asset Management, LLC901KShares$42.5 Million4.9% of portfolio
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Geo Wealth Management, LLC Chicago, IL879KShares$41.5 Million1.79% of portfolio