Robertson Stephens Wealth Management, LLC Dimensional ETF Tr Call Options Transaction History
Robertson Stephens Wealth Management, LLC
- $2.7 Billion
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding DFIV
# of Institutions
559Shares Held
193MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO19.4MShares$678 Million1.62% of portfolio
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Envestnet Asset Management Inc18.9MShares$662 Million0.24% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$390 Million4.47% of portfolio
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Savant Capital, LLC7.75MShares$271 Million2.51% of portfolio
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Northern Trust Corp Chicago, IL6.75MShares$236 Million0.04% of portfolio