Wp Wealth LLP Dimensional ETF Tr Core Fxd In Call Options Transaction History
Wp Wealth LLP
- $482 Billion
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding DFCF
# of Institutions
332Shares Held
89.7MCall Options Held
0Put Options Held
0-
Truepoint, Inc.10.5MShares$433 Million12.4% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX2.9MShares$120 Million11.58% of portfolio
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Great Waters Wealth Management Minneapolis, MN2.48MShares$103 Million13.14% of portfolio
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Resources Investment Advisors, Llc. Overland Park, KS2.43MShares$100 Million1.24% of portfolio
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Di Nuzzo Private Wealth, Inc. Beaver, PA2.19MShares$90.3 Million14.62% of portfolio