Concentric Wealth Management, LLC Invesco Exchange Traded Fd Tr Put Options Transaction History
Concentric Wealth Management, LLC
- $473 Million
- Q3 2024
Put Options
0 transactions
| Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
|---|
Others Institutions Holding PYZ
# of Institutions
38Shares Held
209KCall Options Held
0Put Options Held
0-
Laurel Wealth Advisors LLC Charlotte, NC66.5KShares$6.98 Million0.01% of portfolio
-
Goldman Sachs Group Inc New York, NY20.9KShares$2.19 Million0.0% of portfolio
-
Morgan Stanley New York, NY20.1KShares$2.11 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC15.6KShares$1.64 Million0.0% of portfolio
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Mai Capital Management10.1KShares$1.06 Million0.01% of portfolio