Waypoint Capital Advisors, LLC Dimensional ETF Tr Short Durat Put Options Transaction History
Waypoint Capital Advisors, LLC
- $389 Million
- Q2 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding DFSD
# of Institutions
251Shares Held
42.9MCall Options Held
0Put Options Held
0-
Beaird Harris Wealth Management, LLC Dallas, TX2.37MShares$113 Million11.04% of portfolio
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Resources Investment Advisors, Llc. Overland Park, KS2.18MShares$104 Million1.31% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$98.9 Million1.09% of portfolio
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Di Nuzzo Private Wealth, Inc. Beaver, PA2MShares$95.2 Million16.24% of portfolio
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Planning Center, Inc.1.97MShares$93.9 Million16.69% of portfolio