Vista Wealth Management Group, LLC Dimensional ETF Tr Dimensional Call Options Transaction History
Vista Wealth Management Group, LLC
- $1.27 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 DUHP
# of Institutions
267Shares Held
162MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO26.3MShares$844 Million2.36% of portfolio
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Envestnet Asset Management Inc25.6MShares$823 Million0.31% of portfolio
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Merriman Wealth Management, LLC8.1MShares$260 Million11.86% of portfolio
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Forum Financial Management, LP Lombard, IL7.08MShares$227 Million4.33% of portfolio
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Alesco Advisors LLC Pittsford, NY2.64MShares$84.8 Million2.75% of portfolio