Buckingham Strategic Wealth, LLC Dimensional ETF Tr Natl Mun Bd Put Options Transaction History
Buckingham Strategic Wealth, LLC
- $8.98 Billion
- Q2 2024
Put Options
0 transactions
| Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
|---|
Others Institutions Holding DFNM
# of Institutions
213Shares Held
23.5MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.61MShares$125 Million3.47% of portfolio
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Foster Group, Inc.1.14MShares$54.8 Million2.17% of portfolio
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Geo Wealth Management, LLC Chicago, IL958KShares$45.9 Million1.71% of portfolio
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First Ascent Asset Management, LLC901KShares$43.2 Million4.9% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX853KShares$40.9 Million3.83% of portfolio