Envestnet Asset Management Inc Dimensional ETF Tr Dimensional Call Options Transaction History
Envestnet Asset Management Inc
- $302 Billion
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding DUHP
# of Institutions
328Shares Held
207MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO37.8MShares$1.29 Billion2.82% of portfolio
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Merriman Wealth Management, LLC8.34MShares$284 Million12.03% of portfolio
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Forum Financial Management, LP Lombard, IL6.84MShares$233 Million4.45% of portfolio
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Vista Wealth Management Group, LLC6.74MShares$229 Million15.86% of portfolio
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Pure Financial Advisors, LLC4.63MShares$158 Million3.91% of portfolio