Concord Wealth Partners Fidelity Covington Tr Msci Rea Call Options Transaction History
Concord Wealth Partners
- $673 Million
- Q2 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding FREL
# of Institutions
230Shares Held
16.4MCall Options Held
0Put Options Held
0-
Lido Advisors, LLC Los Angeles, CA1.22MShares$33.8 Million0.13% of portfolio
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Pnc Financial Services Group, Inc. Pittsburgh, PA1.12MShares$31 Million0.02% of portfolio
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Ae Wealth Management LLC1.04MShares$28.7 Million0.24% of portfolio
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Citizens & Northern Corp820KShares$22.7 Million6.04% of portfolio
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Truefg, LLC Cedar Park, TX603KShares$16.7 Million4.86% of portfolio