Ci Private Wealth, LLC Dimensional ETF Tr Dimensional Call Options Transaction History
Ci Private Wealth, LLC
- $65.6 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 DFIS
# of Institutions
245Shares Held
89.9MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp17.7MShares$468 Million0.42% of portfolio
-
Matson Money. Inc.12.4MShares$328 Million10.93% of portfolio
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Mather Group, Llc. Chicago, IL10.7MShares$282 Million3.42% of portfolio
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Envestnet Portfolio Solutions, Inc. Berwyn, PA3.9MShares$103 Million0.43% of portfolio
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First Citizens Bank & Trust CO3.79MShares$100 Million1.68% of portfolio