Shakespeare Wealth Management, Inc. Dimensional ETF Tr Put Options Transaction History
Shakespeare Wealth Management, Inc.
- $379 Million
- Q3 2024
Put Options
0 transactions
| Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
|---|
Others Institutions Holding DFAX
# of Institutions
513Shares Held
221MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$283 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.09MShares$229 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.49MShares$189 Million0.09% of portfolio
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Geometric Wealth Advisors7.2MShares$182 Million37.5% of portfolio
-
Commonwealth Equity Services, LLC5.7MShares$144 Million0.23% of portfolio