Concord Wealth Partners Ishares Tr Exponential Technol Call Options Transaction History

Concord Wealth Partners

$591 Million
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding XT

# of Institutions

251

Shares Held

44.2M

Call Options Held

0

Put Options Held

0

Financial Engines Advisors L.L.C. Santa Clara, CA

34.2M
Shares

$2.08 Billion
4.28% of portfolio
Brinker Capital Investments, LLC

898K
Shares

$54.6 Million
0.85% of portfolio
Bank Of America Corp Charlotte, NC

737K
Shares

$44.8 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

699K
Shares

$42.5 Million
0.02% of portfolio
Ameriprise Financial Inc Minneapolis, MN

462K
Shares

$28.1 Million
0.01% of portfolio

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