Concurrent Investment Advisors, LLC Innovator U.S. Small Cap Power 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 KAPR
# of Institutions
96Shares Held
3.29MCall Options Held
0Put Options Held
0-
Personal Cfo Solutions, LLC348KShares$11.8 Million1.68% of portfolio
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Commonwealth Equity Services, LLC227KShares$7.7 Million0.01% of portfolio
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O Donnell Financial Services, LLC172KShares$5.82 Million2.64% of portfolio
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Cetera Investment Advisers Schaumburg, IL152KShares$5.14 Million0.01% of portfolio
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Tradition Wealth Management, LLC147KShares$5 Million0.46% of portfolio