Concord Wealth Partners Ishares Tr Fallen Angels Usd B Call Options Transaction History
Concord Wealth Partners
- $591 Million
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding FALN
# of Institutions
292Shares Held
46.4MCall Options Held
0Put Options Held
0-
Mather Group, Llc. Chicago, IL8.99MShares$240 Million3.17% of portfolio
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Bank Of America Corp Charlotte, NC5.43MShares$145 Million0.01% of portfolio
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Morgan Stanley New York, NY2.69MShares$71.6 Million0.01% of portfolio
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Envestnet Asset Management Inc2.28MShares$60.6 Million0.02% of portfolio
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Lpl Financial LLC Fort Mill, SC1.92MShares$51.2 Million0.02% of portfolio