Concurrent Investment Advisors, LLC Blackrock ETF Tr U S Equity Fa 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 |
|---|
Others Institutions Holding DYNF
# of Institutions
438Shares Held
237MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc66.2MShares$3.49 Billion1.08% of portfolio
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Lpl Financial LLC Fort Mill, SC20.2MShares$1.07 Billion0.46% of portfolio
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Jpmorgan Chase & CO New York, NY13.6MShares$719 Million0.06% of portfolio
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Envestnet Portfolio Solutions, Inc. Berwyn, PA9.93MShares$524 Million1.76% of portfolio
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Cwm, LLC8.85MShares$467 Million1.88% of portfolio