Concurrent Investment Advisors, LLC First Trust Dorsey Wright Inte Put Options Transaction History

Concurrent Investment Advisors, LLC

$5.17 Trillion
Q2 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding IFV

# of Institutions

53

Shares Held

5.08M

Call Options Held

0

Put Options Held

0

Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.09M
Shares

$26.6 Million
0.03% of portfolio
Morgan Stanley New York, NY

828K
Shares

$20.2 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

606K
Shares

$14.8 Million
0.0% of portfolio
Raymond James Financial Inc St. Petersburg, FL

316K
Shares

$7.7 Million
0.0% of portfolio
Raymond James & Associates St Petersburg, FL

305K
Shares

$7.43 Million
0.0% of portfolio

About FIRST TRUST DORSEY WRIGHT INTE

Ticker IFV
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