Concurrent Investment Advisors, LLC Franklin U.S. Low Volatility H 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 LVHD
# of Institutions
101Shares Held
7.09MCall Options Held
0Put Options Held
0- 
    
      Morgan Stanley New York, NY1.09MShares$44.4 Million0.0% of portfolio
- 
    
      Financial Engines Advisors L.L.C. Santa Clara, CA1.06MShares$43.3 Million0.08% of portfolio
- 
    
      Lpl Financial LLC Fort Mill, SC793KShares$32.5 Million0.01% of portfolio
- 
    
      Bank Of America Corp Charlotte, NC671KShares$27.5 Million0.0% of portfolio
- 
    
      Ubs Group Ag396KShares$16.2 Million0.0% of portfolio