Truepoint, Inc. Dimensional ETF Tr Natl Mun Bd Call Options Transaction History
Truepoint, Inc.
- $3.66 Billion
- Q4 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
242Shares Held
25.5MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$56.6 Million0.64% of portfolio
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Foster Group, Inc.1.1MShares$52.3 Million2.05% of portfolio
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Geo Wealth Management, LLC Chicago, IL1.01MShares$47.6 Million1.65% of portfolio
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First Ascent Asset Management, LLC901KShares$42.6 Million4.9% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX819KShares$38.8 Million3.61% of portfolio