Concurrent Investment Advisors, LLC Wisdomtree Tr U.S. Midcap Divi Call Options Transaction History
Concurrent Investment Advisors, LLC
- $3.39 Trillion
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding DON
# of Institutions
441Shares Held
41.6MCall Options Held
500Put Options Held
0-
Bank Of America Corp Charlotte, NC4.53MShares$242 Million0.02% of portfolio
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Morgan Stanley New York, NY2.45MShares$131 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC2.41MShares$129 Million0.06% of portfolio
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Linscomb & Williams, Inc. Houston, TX1.86MShares$99.6 Million4.73% of portfolio
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Ubs Group Ag1.66MShares$89 Million0.02% of portfolio