Heritage Wealth Management, Inc. Dimensional ETF Tr Call Options Transaction History
Heritage Wealth Management, Inc.
- $305 Billion
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding DFAX
# of Institutions
504Shares Held
225MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$290 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.73MShares$252 Million0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.38MShares$191 Million0.1% of portfolio
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Geometric Wealth Advisors7.2MShares$186 Million37.5% of portfolio
-
Commonwealth Equity Services, LLC5.7MShares$147 Million0.23% of portfolio