Concord Wealth Partners Invesco Ex Tr Self Indx Fd Tr 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 |
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Others Institutions Holding IMFL
# of Institutions
41Shares Held
16.9MCall Options Held
0Put Options Held
0-
Invesco Ltd. Atlanta, GA14.8MShares$381 Million0.07% of portfolio
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Stewardship Advisors, LLC577KShares$14.9 Million4.13% of portfolio
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Lpl Financial LLC Fort Mill, SC312KShares$8.03 Million0.0% of portfolio
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Avestar Capital, LLC187KShares$4.83 Million0.39% of portfolio
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Asset Allocation Strategies LLC Farmington, MI147KShares$3.78 Million1.06% of portfolio