Heirloom Wealth Management Dimensional ETF Tr Inflation P Call Options Transaction History
Heirloom Wealth Management
- $318 Million
- Q4 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding DFIP
# of Institutions
116Shares Held
12.8MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.49MShares$142 Million5.09% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO803KShares$32.7 Million4.54% of portfolio
-
Planning Center, Inc.754KShares$30.8 Million5.34% of portfolio
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Geometric Wealth Advisors430KShares$17.5 Million3.51% of portfolio
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Cpa Asset Management LLC West Palm Beach, FL406KShares$16.6 Million8.29% of portfolio