Helen Stephens Group, LLC Dimensional ETF Tr Emerging Mk Call Options Transaction History
Helen Stephens Group, LLC
- $352 Million
- Q1 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
---|
Others Institutions Holding DFEM
# of Institutions
422Shares Held
148MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL16.3MShares$427 Million8.46% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.92MShares$155 Million0.24% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO5.14MShares$135 Million2.46% of portfolio
-
Truepoint, Inc.4.75MShares$124 Million3.4% of portfolio
-
Sequoia Financial Advisors, LLC4.21MShares$110 Million0.96% of portfolio