Concurrent Investment Advisors, LLC First Tr Large Cap Value Put Options Transaction History
Concurrent Investment Advisors, LLC
- $3.39 Trillion
- Q3 2024
Put Options
0 transactions
| Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
|---|
Others Institutions Holding FTA
# of Institutions
212Shares Held
11.2MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.06MShares$172 Million0.01% of portfolio
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Ubs Group Ag878KShares$73.3 Million0.02% of portfolio
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Lpl Financial LLC Fort Mill, SC797KShares$66.6 Million0.03% of portfolio
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Envestnet Asset Management Inc545KShares$45.5 Million0.01% of portfolio
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Kaydan Wealth Management, Inc. Fenton, MI374KShares$31.2 Million8.74% of portfolio