Trellis Wealth Advisors LLC Dimensional ETF Tr Dimen Intl Put Options Transaction History
Trellis Wealth Advisors LLC
- $200 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 DFSI
# of Institutions
148Shares Held
9.45MCall Options Held
0Put Options Held
0-
Quantum Financial Advisors, LLC Manhattan Beach, CA945KShares$00.0% of portfolio
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Awm Capital, LLC905KShares$00.0% of portfolio
-
Francis Financial, Inc. New York, NY583KShares$00.0% of portfolio
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Merriman Wealth Management, LLC568KShares$00.0% of portfolio
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Vista Wealth Management Group, LLC524KShares$00.0% of portfolio