Triad Financial Advisors, Inc. Dimensional ETF Tr Call Options Transaction History
Triad Financial Advisors, Inc.
- $267 Million
- Q3 2023
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding DFAU
# of Institutions
537Shares Held
139MCall Options Held
58.3KPut Options Held
0-
Rvw Wealth, LLC4.5MShares$205 Million17.72% of portfolio
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Parsec Financial Management, Inc.4.15MShares$190 Million5.04% of portfolio
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Allworth Financial LP3.81MShares$174 Million0.8% of portfolio
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Resources Investment Advisors, Llc. Overland Park, KS3.77MShares$172 Million1.91% of portfolio
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Aquire Wealth Advisors, LLC3.61MShares$165 Million40.64% of portfolio