Concord Wealth Partners Ishares Morningstar Small Cap 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 ISCG
# of Institutions
165Shares Held
8MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY1.06MShares$58.4 Million0.0% of portfolio
-
Northwestern Mutual Wealth Management CO491KShares$27 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC435KShares$23.9 Million0.01% of portfolio
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Avantax Advisory Services, Inc.378KShares$20.8 Million0.11% of portfolio
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Bank Of America Corp Charlotte, NC345KShares$19 Million0.0% of portfolio