Elevate Wealth Advisory, Inc Dimensional ETF Tr Inflation P Call Options Transaction History
Elevate Wealth Advisory, Inc
- $135 Billion
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding DFIP
# of Institutions
116Shares Held
12.8MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.52MShares$143 Million5.1% of portfolio
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Heirloom Wealth Management Greenwood Village, CO1.05MShares$42.9 Million13.39% of portfolio
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Hill Investment Group Partners, LLC St. Louis, MO803KShares$32.7 Million4.54% of portfolio
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Planning Center, Inc.754KShares$30.8 Million5.34% of portfolio
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Geometric Wealth Advisors430KShares$17.5 Million3.51% of portfolio