Concord Wealth Partners Strategy Shs Call Options Transaction History

Concord Wealth Partners

$599 Million
Q1 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding HNDL

# of Institutions

118

Shares Held

4.08M

Call Options Held

8K

Put Options Held

3.7K

Lpl Financial LLC Fort Mill, SC

717K
Shares

$14.8 Million
0.01% of portfolio
Mercer Global Advisors Inc Denver, CO

455K
Shares

$9.41 Million
0.02% of portfolio
Kades & Cheifetz LLC Berwyn, PA

452K
Shares

$9.35 Million
4.93% of portfolio
Cambridge Investment Research Advisors, Inc.

374K
Shares

$7.74 Million
0.03% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

209K
Shares

$4.33 Million
0.01% of portfolio

About STRATEGY SHS

Ticker HNDL
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