Concurrent Investment Advisors, LLC Innovator Laddered Fund Of U.S Call Options Transaction History
Concurrent Investment Advisors, LLC
- $5.83 Trillion
- Q3 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding KOCT
# of Institutions
95Shares Held
2.3MCall Options Held
0Put Options Held
0-
Compass Financial Group, Inc.243KShares$00.0% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ172KShares$00.0% of portfolio
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Valtinson Bruner Financial Planning LLC119KShares$00.0% of portfolio
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Cetera Investment Advisers Schaumburg, IL117KShares$00.0% of portfolio
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Commonwealth Equity Services, LLC101KShares$00.0% of portfolio