Wealth Advisors Northwest LLC Dimensional ETF Tr Core Fxd In Call Options Transaction History
Wealth Advisors Northwest LLC
- $147 Billion
- Q4 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
343Shares Held
3.53BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN3.44BShares$143 Billion8.57% of portfolio
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Truepoint, Inc.10.5MShares$436 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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Wp Wealth LLP Fort Worth, TX2.66MShares$111 Million23.84% of portfolio
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Great Waters Wealth Management Minneapolis, MN2.48MShares$103 Million13.14% of portfolio