Sax Wealth Advisors, LLC Dimensional ETF Tr Emerging Mk Call Options Transaction History
Sax Wealth Advisors, LLC
- $1.26 Billion
- Q4 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding DEHP
# of Institutions
71Shares Held
5.31MCall Options Held
0Put Options Held
0-
Unison Advisors LLC1.23MShares$31 Million3.99% of portfolio
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Beacon Pointe Advisors, LLC Newport Beach, CA479KShares$12.1 Million0.15% of portfolio
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Quadcap Wealth Management, LLC Frisco, TX243KShares$6.13 Million1.02% of portfolio
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Wealthspire Advisors, LLC New York, NY240KShares$6.04 Million0.07% of portfolio
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Rfg Advisory, LLC Birmingham, AL233KShares$5.86 Million0.17% of portfolio