Shore Point Advisors, LLC Dimensional ETF Tr Put Options Transaction History
Shore Point Advisors, LLC
- $181 Million
- Q3 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding DFAU
# of Institutions
402Shares Held
104MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.38MShares$177 Million2.04% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$168 Million5.04% of portfolio
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Modera Wealth Management, LLC4.01MShares$162 Million2.23% of portfolio
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Aquire Wealth Advisors, LLC3.37MShares$136 Million42.46% of portfolio
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Blankinship & Foster, LLC Solana Beach, CA2.77MShares$112 Million26.74% of portfolio