Meridian Wealth Partners, LLC Dimensional ETF Tr Put Options Transaction History
Meridian Wealth Partners, LLC
- $564 Million
- Q2 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding DFAU
# of Institutions
405Shares Held
105MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$190 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$163 Million5.04% of portfolio
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Modera Wealth Management, LLC3.68MShares$145 Million1.87% of portfolio
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Aquire Wealth Advisors, LLC3.37MShares$133 Million42.46% of portfolio
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Allworth Financial LP2.88MShares$113 Million0.71% of portfolio