Concord Wealth Partners Vaneck ETF Tr Investment Grade 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 FLTR
# of Institutions
249Shares Held
56.4MCall Options Held
0Put Options Held
0-
Pinnacle Wealth Planning Services, Inc.4.15MShares$106 Million16.21% of portfolio
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Wells Fargo & Company San Francisco, CA3.97MShares$102 Million0.02% of portfolio
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Lpl Financial LLC Fort Mill, SC3.78MShares$96.6 Million0.04% of portfolio
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Morgan Stanley New York, NY2.26MShares$57.9 Million0.0% of portfolio
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Jim Simons Renaissance Technologies LLC | New York, Ny1.92MShares$49.2 Million0.08% of portfolio