Concord Asset Management, Llc/Va Invesco ETF Tr Ii S&P Smallcap Call Options Transaction History
Concord Asset Management, Llc/Va
- $665 Billion
- Q2 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding XSHD
# of Institutions
32Shares Held
903KCall Options Held
0Put Options Held
15.4K-
Lpl Financial LLC Fort Mill, SC156KShares$2.03 Million0.0% of portfolio
-
Concord Wealth Partners138KShares$1.8 Million0.28% of portfolio
-
Heartwood Wealth Advisors LLC132KShares$1.72 Million0.17% of portfolio
-
Cetera Investment Advisers Schaumburg, IL79.6KShares$1.04 Million0.0% of portfolio
-
Investors Research Corp44.1KShares$575,5720.11% of portfolio