Northwest Wealth Management, LLC Dimensional ETF Tr U S Core Eq Put Options Transaction History
Northwest Wealth Management, LLC
- $381 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 DFAC
# of Institutions
900Shares Held
716MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.4MShares$1.82 Billion0.61% of portfolio
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Mercer Global Advisors Inc Denver, CO47.7MShares$1.62 Billion3.89% of portfolio
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Forum Financial Management, LP Lombard, IL37.6MShares$1.28 Billion24.59% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.27 Billion13.39% of portfolio
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Lpl Financial LLC Fort Mill, SC17.7MShares$600 Million0.29% of portfolio