Shanker Valleau Wealth Advisors, Inc. Dimensional ETF Tr Emerging Mk Put Options Transaction History
Shanker Valleau Wealth Advisors, Inc.
- $234 Million
- Q2 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding DFEM
# of Institutions
325Shares Held
123MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL15.1MShares$396 Million8.3% of portfolio
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Ci Private Wealth, LLC Miami, FL5.46MShares$144 Million0.26% of portfolio
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Truepoint, Inc.4.23MShares$111 Million3.28% of portfolio
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High Tower Advisors, LLC Chicago, IL3.97MShares$104 Million0.17% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO3.96MShares$104 Million1.18% of portfolio