Sequoia Financial Advisors, LLC Dimensional ETF Tr Put Options Transaction History
Sequoia Financial Advisors, LLC
- $8.93 Billion
- Q3 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-
Parsec Financial Management, Inc.4.15MShares$167 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$148 Million1.87% of portfolio
-
Aquire Wealth Advisors, LLC3.37MShares$135 Million42.46% of portfolio
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Allworth Financial LP2.88MShares$116 Million0.71% of portfolio
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Blankinship & Foster, LLC Solana Beach, CA2.77MShares$111 Million26.74% of portfolio