Northwest Wealth Management, LLC Dimensional ETF Tr U S Equity 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 |
|---|
Others Institutions Holding DFUS
# of Institutions
637Shares Held
122MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$502 Million5.21% of portfolio
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Index Fund Advisors, Inc.5.86MShares$370 Million19.88% of portfolio
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Plancorp, LLC5.04MShares$318 Million12.91% of portfolio
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Envestnet Asset Management Inc4.15MShares$262 Million0.09% of portfolio
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Creative Planning Overland Park, KS3.67MShares$231 Million0.23% of portfolio