Truepoint, Inc. Dimensional ETF Tr Natl Mun Bd Call Options Transaction History
Truepoint, Inc.
- $3.46 Billion
- Q1 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding DFNM
# of Institutions
172Shares Held
20.3MCall Options Held
0Put Options Held
0-
Foster Group, Inc.1.26MShares$60.2 Million3.0% of portfolio
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Geo Wealth Management, LLC Chicago, IL932KShares$44.7 Million1.81% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO924KShares$44.3 Million0.5% of portfolio
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First Ascent Asset Management, LLC901KShares$43.2 Million4.9% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX841KShares$40.3 Million4.05% of portfolio