Concord Wealth Partners Invesco ETF Tr Ii S&P Smallcap Put Options Transaction History
Concord Wealth Partners
- $673 Million
- Q2 2025
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding XSHD
# of Institutions
32Shares Held
903KCall Options Held
0Put Options Held
15.4K-
Lpl Financial LLC Fort Mill, SC156KShares$2.03 Million0.0% of portfolio
-
Concord Asset Management, Llc/Va Abingdon, VA138KShares$1.8 Million0.28% of portfolio
-
Heartwood Wealth Advisors LLC132KShares$1.72 Million0.17% of portfolio
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Cetera Investment Advisers Schaumburg, IL79.6KShares$1.04 Million0.0% of portfolio
-
Investors Research Corp44.1KShares$575,5720.11% of portfolio