Concurrent Investment Advisors, LLC First Tr Exchange Trded Fd Vi Call Options Transaction History
Concurrent Investment Advisors, LLC
- $5.17 Trillion
- Q2 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding FID
# of Institutions
69Shares Held
4.42MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC807KShares$15.8 Million0.01% of portfolio
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Wagner Wealth Management, LLC Greenville, SC695KShares$13.6 Million4.42% of portfolio
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Envestnet Asset Management Inc269KShares$5.29 Million0.0% of portfolio
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Hobart Private Capital, LLC Charlotte, NC238KShares$4.66 Million1.04% of portfolio
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D.A. Davidson & Co.236KShares$4.62 Million0.03% of portfolio