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
36Shares Held
184KCall Options Held
0Put Options Held
0-
Goldman Sachs Group Inc New York, NY54.2KShares$4.59 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC21.2KShares$1.8 Million0.0% of portfolio
-
Morgan Stanley New York, NY20.8KShares$1.76 Million0.0% of portfolio
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Mai Capital Management10.1KShares$855,5700.01% of portfolio
-
Envestnet Asset Management Inc8.98KShares$760,7800.0% of portfolio