Concord Wealth Partners Ishares Tr U S Utils ETF 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 |
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Others Institutions Holding IDU
# of Institutions
305Shares Held
7.01MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC938KShares$109 Million0.01% of portfolio
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Morgan Stanley New York, NY676KShares$78.2 Million0.0% of portfolio
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Destination Wealth Management614KShares$71.1 Million1.95% of portfolio
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Pgim Custom Harvest LLC Newark, NJ460KShares$53.2 Million1.0% of portfolio
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Lpl Financial LLC Fort Mill, SC313KShares$36.2 Million0.01% of portfolio