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 |
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Others Institutions Holding PYZ
# of Institutions
36Shares Held
178KCall Options Held
0Put Options Held
0-
Goldman Sachs Group Inc New York, NY42.4KShares$4.12 Million0.0% of portfolio
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Morgan Stanley New York, NY21.4KShares$2.08 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC14KShares$1.35 Million0.0% of portfolio
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Susquehanna International Group, LLP Bala Cynwyd, PA10.4KShares$1.01 Million0.0% of portfolio
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Envestnet Asset Management Inc9.95KShares$965,8390.0% of portfolio