Vista Wealth Management Group, LLC Dimensional ETF Tr Dimensional Put Options Transaction History
Vista Wealth Management Group, LLC
- $1.32 Billion
- Q2 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding DFAR
# of Institutions
206Shares Held
35MCall Options Held
0Put Options Held
0-
High Tower Advisors, LLC Chicago, IL2.15MShares$53.1 Million0.07% of portfolio
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Elwood & Goetz Wealth Advisory Group, LLC Athens, GA1.93MShares$47.6 Million12.28% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX1.68MShares$41.5 Million3.67% of portfolio
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Savant Capital, LLC1.4MShares$34.5 Million0.3% of portfolio
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Bridgeworth, LLC Birmingham, AL1.33MShares$32.8 Million2.99% of portfolio