Concurrent Investment Advisors, LLC Wisdomtree Tr Intl Quality Div Call Options Transaction History
Concurrent Investment Advisors, LLC
- $4.12 Trillion
- Q1 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding IQDG
# of Institutions
134Shares Held
18.2MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.42MShares$127 Million0.01% of portfolio
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One Capital Management, LLC Westlake Village, CA2.53MShares$93.8 Million3.05% of portfolio
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Bank Of America Corp Charlotte, NC2.31MShares$85.9 Million0.01% of portfolio
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Spc Financial, Inc.1.04MShares$38.6 Million3.29% of portfolio
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Lpl Financial LLC Fort Mill, SC916KShares$34 Million0.01% of portfolio