Two West Capital Advisors LLC Dimensional ETF Tr Dimensional Call Options Transaction History
Two West Capital Advisors LLC
- $123 Billion
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding DUHP
# of Institutions
307Shares Held
187MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO30.6MShares$1.03 Billion2.48% of portfolio
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Envestnet Asset Management Inc29.4MShares$991 Million0.33% of portfolio
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Merriman Wealth Management, LLC8.21MShares$276 Million11.93% of portfolio
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Forum Financial Management, LP Lombard, IL6.84MShares$230 Million4.45% of portfolio
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Vista Wealth Management Group, LLC6.75MShares$227 Million16.37% of portfolio