Concurrent Investment Advisors, LLC Pacer Fds Tr Wealthshield ETF 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 PWS
# of Institutions
21Shares Held
311KCall Options Held
0Put Options Held
0-
Susquehanna International Group, LLP Bala Cynwyd, PA45KShares$1.37 Million0.0% of portfolio
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Org Partners LLC Roanoke, IN43.4KShares$1.32 Million0.23% of portfolio
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Imprint Wealth LLC Mount Pleasant, SC30.5KShares$932,2030.22% of portfolio
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Wealth Shield Partners, LLC Cary, NC27.8KShares$848,7640.12% of portfolio
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Org Wealth Partners, LLC Dallas, TX20.7KShares$631,5130.22% of portfolio