Robertson Stephens Wealth Management, LLC Dimensional ETF Tr Call Options Transaction History
Robertson Stephens Wealth Management, LLC
- $1.94 Billion
- Q2 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding DFIV
# of Institutions
541Shares Held
190MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc18.9MShares$708 Million0.24% of portfolio
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Mercer Global Advisors Inc Denver, CO16.7MShares$625 Million1.52% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$418 Million4.47% of portfolio
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Savant Capital, LLC7.75MShares$290 Million2.51% of portfolio
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Northern Trust Corp Chicago, IL6.7MShares$251 Million0.04% of portfolio