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
146KCall Options Held
0Put Options Held
0-
Goldman Sachs Group Inc New York, NY21.6KShares$2.21 Million0.0% of portfolio
-
Morgan Stanley New York, NY20.2KShares$2.07 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.9KShares$1.42 Million0.0% of portfolio
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Mai Capital Management9.73KShares$996,8120.01% of portfolio
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Envestnet Asset Management Inc7.94KShares$813,8500.0% of portfolio