Walter & Keenan Wealth Management LLC Dimensional ETF Tr Dimensional Put Options Transaction History
Walter & Keenan Wealth Management LLC
- $328 Million
- Q4 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding DFIS
# of Institutions
236Shares Held
81.5MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp17.7MShares$462 Million0.42% of portfolio
-
Matson Money. Inc.12.4MShares$324 Million10.93% of portfolio
-
Mather Group, Llc. Chicago, IL10.7MShares$279 Million3.42% of portfolio
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Ci Private Wealth, LLC Miami, FL3.82MShares$99.6 Million0.14% of portfolio
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Balasa Dinverno & Foltz LLC Itasca, IL2.6MShares$68 Million3.04% of portfolio