Concurrent Investment Advisors, LLC First Trust Small Cap Growth A Call Options Transaction History
Concurrent Investment Advisors, LLC
- $5.83 Trillion
- Q3 2025
Call Options
	  0 transactions
	
  | Quarter | Operation | Price Per call | calls change | calls Held | SEC Form | 
|---|
Others Institutions Holding FYC
# of Institutions
116Shares Held
4.66MCall Options Held
23KPut Options Held
0- 
    
      Lpl Financial LLC Fort Mill, SC671KShares$64 Million0.02% of portfolio
- 
    
      Morgan Stanley New York, NY478KShares$45.5 Million0.0% of portfolio
- 
    
      Wells Fargo & Company San Francisco, CA314KShares$29.9 Million0.01% of portfolio
- 
    
      First Trust Advisors LP Wheaton, IL255KShares$24.3 Million0.02% of portfolio
- 
    
      Bank Of America Corp Charlotte, NC246KShares$23.5 Million0.0% of portfolio