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
38Shares Held
171KCall Options Held
0Put Options Held
0-
Imc Chicago, LLC21KShares$1.85 Million0.08% of portfolio
-
Morgan Stanley New York, NY19.9KShares$1.75 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC19.5KShares$1.72 Million0.0% of portfolio
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Goldman Sachs Group Inc New York, NY16.2KShares$1.42 Million0.0% of portfolio
-
Mai Capital Management10.1KShares$887,5880.01% of portfolio