Concurrent Investment Advisors, LLC Wisdomtree Tr Wisdomtree U.S. Put Options Transaction History

Concurrent Investment Advisors, LLC

$3.39 Trillion
Q3 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding WTV

# of Institutions

83

Shares Held

3.38M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

557K
Shares

$48.6 Million
0.02% of portfolio
Horizon Wealth Management, LLC

333K
Shares

$29.1 Million
4.85% of portfolio
Prism Advisors, Inc.

268K
Shares

$23.4 Million
6.75% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

243K
Shares

$21.2 Million
0.03% of portfolio
Legacy Financial Advisors, Inc.

218K
Shares

$19 Million
3.38% of portfolio

About WISDOMTREE TR WISDOMTREE U.S.

Ticker WTV
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