Concurrent Investment Advisors, LLC First Tr Ex Trd Viii Cboe Vest Call Options Transaction History
Concurrent Investment Advisors, LLC
- $3.39 Trillion
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding DJUN
# of Institutions
96Shares Held
2.25MCall Options Held
0Put Options Held
0-
Kestra Advisory Services, LLC190KShares$8.4 Million0.05% of portfolio
-
Commonwealth Equity Services, LLC128KShares$5.65 Million0.01% of portfolio
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Sequent Planning LLC Omaha, NE102KShares$4.53 Million1.5% of portfolio
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Signal Advisors Wealth, LLC Detroit, MI70.7KShares$3.12 Million0.35% of portfolio
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Per Stirling Capital Management, Llc. Austin, TX69.1KShares$3.05 Million0.41% of portfolio