Concord Wealth Partners Ssga Active Tr Spdr Blackstone 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 HYBL
# of Institutions
94Shares Held
12.6MCall Options Held
0Put Options Held
0- 
    
      Zega Investments, LLC Palm Beach Gardens, FL1.28MShares$36.2 Million4.91% of portfolio
 - 
    
      Concord Asset Management, Llc/Va Abingdon, VA1.01MShares$28.6 Million4.35% of portfolio
 - 
    
      Raymond James Financial Inc St. Petersburg, FL929KShares$26.3 Million0.01% of portfolio
 - 
    
      Ubs Group Ag918KShares$26 Million0.0% of portfolio
 - 
    
      Lpl Financial LLC Fort Mill, SC577KShares$16.3 Million0.01% of portfolio