Yardley Wealth Management LLC Dimensional ETF Tr Short Durat Put Options Transaction History
Yardley Wealth Management LLC
- $169 Million
- Q3 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding DFSD
# of Institutions
261Shares Held
48.8MCall Options Held
0Put Options Held
0-
Resources Investment Advisors, Llc. Overland Park, KS2.39MShares$113 Million1.35% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX2.37MShares$112 Million11.04% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$98.1 Million1.09% of portfolio
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Buckingham Strategic Partners Saint Louis, MO2.02MShares$95.6 Million2.21% of portfolio
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Planning Center, Inc.2.01MShares$95.1 Million16.23% of portfolio