Shira Ridge Wealth Management Dimensional ETF Tr Call Options Transaction History
Shira Ridge Wealth Management
- $179 Billion
- Q2 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding DFAI
# of Institutions
498Shares Held
144MCall Options Held
400Put Options Held
0-
Sym Financial Corp6.09MShares$184 Million30.43% of portfolio
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Cable Hill Partners, LLC Portland, OR5.47MShares$165 Million18.48% of portfolio
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Bank Of America Corp Charlotte, NC4.69MShares$142 Million0.01% of portfolio
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Ci Private Wealth, LLC Miami, FL3.85MShares$116 Million0.18% of portfolio
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Moisand Fitzgerald Tamayo, LLC3.33MShares$101 Million15.43% of portfolio