Buckingham Strategic Wealth, LLC Dimensional ETF Tr Natl Mun Bd Call Options Transaction History
Buckingham Strategic Wealth, LLC
- $8.98 Billion
- Q2 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding DFNM
# of Institutions
221Shares Held
24.2MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.7MShares$130 Million3.53% of portfolio
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Foster Group, Inc.1.14MShares$55 Million2.17% of portfolio
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Geo Wealth Management, LLC Chicago, IL958KShares$46.1 Million1.71% of portfolio
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First Ascent Asset Management, LLC901KShares$43.3 Million4.9% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX819KShares$39.4 Million3.61% of portfolio