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
36Shares Held
178KCall Options Held
0Put Options Held
0-
Goldman Sachs Group Inc New York, NY42.4KShares$3.73 Million0.0% of portfolio
-
Morgan Stanley New York, NY21.4KShares$1.88 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC14KShares$1.23 Million0.0% of portfolio
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Susquehanna International Group, LLP Bala Cynwyd, PA10.4KShares$914,6220.0% of portfolio
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Envestnet Asset Management Inc9.95KShares$874,4700.0% of portfolio