Concurrent Investment Advisors, LLC Wisdomtree Yield Enhanced U.S. Put Options Transaction History
Concurrent Investment Advisors, LLC
- $5.17 Trillion
- Q2 2025
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding AGGY
# of Institutions
181Shares Held
18MCall Options Held
12.1KPut Options Held
0-
Bank Of America Corp Charlotte, NC2.85MShares$125 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC1.24MShares$54.1 Million0.02% of portfolio
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Cwm, LLC1.18MShares$51.7 Million0.18% of portfolio
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High Tower Advisors, LLC Chicago, IL862KShares$37.7 Million0.05% of portfolio
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Mercer Global Advisors Inc Denver, CO840KShares$36.8 Million0.08% of portfolio