Concurrent Investment Advisors, LLC Global X Fds Adaptive U S Fact 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 AUSF
# of Institutions
40Shares Held
6.1MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC4.75MShares$213 Million0.46% of portfolio
-
Tidemark, LLC San Diego, CA266KShares$11.9 Million4.81% of portfolio
-
Lpl Financial LLC Fort Mill, SC206KShares$9.24 Million0.0% of portfolio
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Private Advisor Group, LLC200KShares$8.99 Million0.05% of portfolio
-
Arq Wealth Advisors, LLC120KShares$5.39 Million1.98% of portfolio