Concord Asset Management, Llc/Va Ishares Tr Exponential Technol Call Options Transaction History

Concord Asset Management, Llc/Va

$443 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding XT

# of Institutions

258

Shares Held

43.8M

Call Options Held

0

Put Options Held

0

Financial Engines Advisors L.L.C. Santa Clara, CA

33.8M
Shares

$2.04 Billion
4.43% of portfolio
Brinker Capital Investments, LLC

898K
Shares

$54.2 Million
0.85% of portfolio
Lpl Financial LLC Fort Mill, SC

750K
Shares

$45.2 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

709K
Shares

$42.8 Million
0.0% of portfolio
Ameriprise Financial Inc Minneapolis, MN

442K
Shares

$26.7 Million
0.01% of portfolio

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