Colony Family Offices, LLC Dimensional ETF Tr Call Options Transaction History
Colony Family Offices, LLC
- $287 Million
- Q1 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding DFAE
# of Institutions
541Shares Held
169MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH15.5MShares$397 Million2.64% of portfolio
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Retirement Systems Of Alabama12.7MShares$324 Million1.3% of portfolio
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Mather Group, Llc. Chicago, IL8.94MShares$229 Million2.96% of portfolio
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Ubs Group Ag5.28MShares$135 Million0.03% of portfolio
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Bank Of America Corp Charlotte, NC4.58MShares$117 Million0.01% of portfolio