Wealthspan Partners, LLC Dimensional ETF Tr Dimensional Call Options Transaction History
Wealthspan Partners, LLC
- $198 Million
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding DIHP
# of Institutions
208Shares Held
113MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc22.4MShares$574 Million0.21% of portfolio
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Mercer Global Advisors Inc Denver, CO22.1MShares$567 Million1.34% of portfolio
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Savant Capital, LLC8.48MShares$217 Million2.0% of portfolio
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Vista Wealth Management Group, LLC6.05MShares$155 Million11.58% of portfolio
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Forum Financial Management, LP Lombard, IL6.01MShares$154 Million3.18% of portfolio