Concurrent Investment Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Call Options Transaction History
Concurrent Investment Advisors, LLC
- $4.12 Trillion
- Q1 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|---|---|---|---|---|
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
Others Institutions Holding SPDW
# of Institutions
1,085Shares Held
550MCall Options Held
3.1KPut Options Held
200-
Creative Planning Overland Park, KS86.6MShares$3.43 Billion2.98% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA65.2MShares$2.58 Billion5.11% of portfolio
-
Allworth Financial LP31.6MShares$1.25 Billion6.63% of portfolio
-
Lpl Financial LLC Fort Mill, SC30.7MShares$1.22 Billion0.45% of portfolio
-
Cwm, LLC13MShares$513 Million1.88% of portfolio