Mattern Wealth Management LLC Dimensional ETF Tr Dimensional Call Options Transaction History
Mattern Wealth Management LLC
- $426 Million
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding DIHP
# of Institutions
197Shares Held
93.9MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc17.5MShares$458 Million0.16% of portfolio
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Mercer Global Advisors Inc Denver, CO17.4MShares$454 Million1.16% of portfolio
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Forum Financial Management, LP Lombard, IL6.01MShares$157 Million3.18% of portfolio
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Vista Wealth Management Group, LLC5.92MShares$155 Million11.81% of portfolio
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Carlson Capital Management3.81MShares$99.5 Million7.97% of portfolio