Modera Wealth Management, LLC Dimensional ETF Tr Put Options Transaction History
Modera Wealth Management, LLC
- $8.14 Billion
- Q4 2024
Put Options
0 transactions
| Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
|---|
Others Institutions Holding DFAX
# of Institutions
542Shares Held
239MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$292 Million3.18% of portfolio
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Envestnet Asset Management Inc9.09MShares$236 Million0.08% of portfolio
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Lpl Financial LLC Fort Mill, SC7.58MShares$197 Million0.08% of portfolio
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Geometric Wealth Advisors7.56MShares$196 Million35.57% of portfolio
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Commonwealth Equity Services, LLC6.03MShares$157 Million0.22% of portfolio