Concord Wealth Partners Invesco ETF Tr Ii S&P Smallcap 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 XSHD
# of Institutions
32Shares Held
885KCall Options Held
0Put Options Held
15.4K-
Lpl Financial LLC Fort Mill, SC156KShares$2.14 Million0.0% of portfolio
-
Concord Asset Management, Llc/Va Abingdon, VA138KShares$1.89 Million0.28% of portfolio
-
Heartwood Wealth Advisors LLC122KShares$1.67 Million0.18% of portfolio
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Cetera Investment Advisers Schaumburg, IL79.6KShares$1.09 Million0.0% of portfolio
-
Investors Research Corp44.3KShares$607,9090.12% of portfolio