Vista Wealth Management Group, LLC Dimensional ETF Tr Us Marketwi Call Options Transaction History
Vista Wealth Management Group, LLC
- $1.49 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 DFUV
# of Institutions
657Shares Held
269MCall Options Held
300Put Options Held
0-
Mercer Global Advisors Inc Denver, CO35.3MShares$1.52 Billion3.22% of portfolio
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Envestnet Asset Management Inc33MShares$1.42 Billion0.46% of portfolio
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Savant Capital, LLC18MShares$774 Million5.98% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$622 Million6.31% of portfolio
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Ci Private Wealth, LLC Miami, FL10.9MShares$469 Million0.65% of portfolio