Physician Wealth Solutions Inc. Dimensional ETF Tr Inflation P Transaction History
Physician Wealth Solutions Inc.
- $140 Billion
- Q2 2024
A detailed history of Physician Wealth Solutions Inc. transactions in Dimensional ETF Tr Inflation P stock. As of the latest transaction made, Physician Wealth Solutions Inc. holds 144,668 shares of DFIP stock, worth $6.06 Million. This represents 4.22% of its overall portfolio holdings.
Number of Shares
144,668
Previous 116,215
24.48%
Holding current value
$6.06 Million
Previous $4.79 Billion
23.23%
% of portfolio
4.22%
Previous 4.03%
Shares
3 transactions
Others Institutions Holding DFIP
# of Institutions
104Shares Held
9.95MCall Options Held
0Put Options Held
0-
Matson Money. Inc.2.05MShares$86 Million2.79% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO951KShares$39.9 Million13.08% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO811KShares$34 Million4.48% of portfolio
-
Planning Center, Inc.739KShares$31 Million5.43% of portfolio
-
Cpa Asset Management LLC West Palm Beach, FL400KShares$16.8 Million8.75% of portfolio