Concurrent Investment Advisors, LLC Pacer Fds Tr Wealthshield ETF Call Options Transaction History
Concurrent Investment Advisors, LLC
- $5.17 Trillion
- Q2 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding PWS
# of Institutions
21Shares Held
323KCall Options Held
0Put Options Held
0-
Org Partners LLC Roanoke, IN44.2KShares$1.37 Million0.34% of portfolio
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Royal Bank Of Canada Toronto, A635.1KShares$1.08 Million0.0% of portfolio
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Susquehanna International Group, LLP Bala Cynwyd, PA34.2KShares$1.06 Million0.0% of portfolio
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Imprint Wealth LLC Mount Pleasant, SC30.5KShares$944,4160.22% of portfolio
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Org Wealth Partners, LLC Dallas, TX22.2KShares$686,4910.29% of portfolio