Concentric Wealth Management, LLC Invesco Exchange Traded Fd Tr Call Options Transaction History
Concentric Wealth Management, LLC
- $473 Million
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding PYZ
# of Institutions
37Shares Held
178KCall Options Held
0Put Options Held
0-
Goldman Sachs Group Inc New York, NY42.4KShares$3.95 Million0.0% of portfolio
-
Morgan Stanley New York, NY21.4KShares$1.99 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC14KShares$1.3 Million0.0% of portfolio
-
Susquehanna International Group, LLP Bala Cynwyd, PA10.4KShares$968,7540.0% of portfolio
-
Envestnet Asset Management Inc9.95KShares$926,2260.0% of portfolio