Wealthpoint, LLC Dimensional ETF Tr Us Marketwi Call Options Transaction History
Wealthpoint, LLC
- $247 Million
- Q3 2023
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding DFUV
# of Institutions
640Shares Held
267MCall 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, LLC18.5MShares$796 Million6.58% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$620 Million6.31% of portfolio
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Ci Private Wealth, LLC Miami, FL10.9MShares$468 Million0.65% of portfolio