Geo Wealth Management, LLC Dimensional ETF Tr Natl Mun Bd Put Options Transaction History
Geo Wealth Management, LLC
- $2.73 Billion
- Q3 2024
Put Options
0 transactions
| Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
|---|
Others Institutions Holding DFNM
# of Institutions
202Shares Held
22.1MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.61MShares$125 Million3.47% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.1 Million0.64% of portfolio
-
Foster Group, Inc.1.19MShares$56.9 Million2.25% of portfolio
-
First Ascent Asset Management, LLC901KShares$43 Million4.9% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX853KShares$40.7 Million3.83% of portfolio