Wealthspire Advisors, LLC Dimensional ETF Tr U S Core Eq Put Options Transaction History
Wealthspire Advisors, LLC
- $9.71 Billion
- Q3 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding DFAC
# of Institutions
921Shares Held
741MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$1.97 Billion0.64% of portfolio
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Mercer Global Advisors Inc Denver, CO50.1MShares$1.74 Billion3.76% of portfolio
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Forum Financial Management, LP Lombard, IL37.6MShares$1.31 Billion24.59% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.3 Billion13.39% of portfolio
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Lpl Financial LLC Fort Mill, SC17.7MShares$618 Million0.28% of portfolio