Concurrent Investment Advisors, LLC First Tr Exchange Traded Fd Fi 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 FXL
# of Institutions
238Shares Held
5.7MCall Options Held
6.2KPut Options Held
7K-
Morgan Stanley New York, NY825KShares$127 Million0.01% of portfolio
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Wells Fargo & Company San Francisco, CA659KShares$102 Million0.02% of portfolio
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Lpl Financial LLC Fort Mill, SC447KShares$68.8 Million0.03% of portfolio
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Raymond James & Associates St Petersburg, FL276KShares$42.4 Million0.02% of portfolio
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Rvw Wealth, LLC201KShares$30.9 Million2.74% of portfolio