Wp Wealth LLP Dimensional ETF Tr Core Fxd In Put Options Transaction History
Wp Wealth LLP
- $489 Billion
- Q4 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding DFCF
# of Institutions
394Shares Held
3.55BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN3.44BShares$144 Billion8.57% of portfolio
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Essential Planning, Llc. Portsmouth, NH11.6MShares$482 Million3.2% of portfolio
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Truepoint, Inc.11.1MShares$464 Million12.57% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX2.97MShares$124 Million11.32% of portfolio
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Resources Investment Advisors, Llc. Overland Park, KS2.63MShares$110 Million1.32% of portfolio