Concurrent Investment Advisors, LLC First Trust Dorsey Wright Focu 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 FV
# of Institutions
318Shares Held
42.7MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY6.68MShares$406 Million0.03% of portfolio
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Lpl Financial LLC Fort Mill, SC4.19MShares$255 Million0.11% of portfolio
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Wells Fargo & Company San Francisco, CA4.14MShares$252 Million0.06% of portfolio
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Commonwealth Equity Services, LLC2.81MShares$171 Million0.25% of portfolio
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Ubs Group Ag1.79MShares$109 Million0.03% of portfolio