Vista Wealth Management Group, LLC Dimensional ETF Tr Dimensional Put Options Transaction History
Vista Wealth Management Group, LLC
- $1.27 Billion
- Q1 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding DFAR
# of Institutions
197Shares Held
29.7MCall Options Held
0Put Options Held
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Beaird Harris Wealth Management, LLC Dallas, TX1.81MShares$40 Million4.06% of portfolio
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High Tower Advisors, LLC Chicago, IL1.81MShares$40 Million0.07% of portfolio
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Elwood & Goetz Wealth Advisory Group, LLC Athens, GA1.74MShares$38.5 Million9.47% of portfolio
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Bridgeworth, LLC Birmingham, AL1.33MShares$29.3 Million2.99% of portfolio
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Ram Investment Partners, LLC Bellevue, WA1.12MShares$24.8 Million7.89% of portfolio