Concurrent Investment Advisors, LLC Columbia ETF Tr Ii Columbia In Call Options Transaction History
Concurrent Investment Advisors, LLC
- $5.83 Trillion
- Q3 2025
Call Options
	  0 transactions
	
  | Quarter | Operation | Price Per call | calls change | calls Held | SEC Form | 
|---|
Others Institutions Holding INCO
# of Institutions
74Shares Held
2.04MCall Options Held
0Put Options Held
0- 
    
      Bank Of America Corp Charlotte, NC419KShares$27.5 Million0.0% of portfolio
- 
    
      Morgan Stanley New York, NY306KShares$20.2 Million0.0% of portfolio
- 
    
      Osborne Partners Capital Management, LLC233KShares$15.3 Million0.77% of portfolio
- 
    
      Lpl Financial LLC Fort Mill, SC166KShares$10.9 Million0.0% of portfolio
- 
    
      Commonwealth Equity Services, LLC78.6KShares$5.17 Million0.01% of portfolio