Concurrent Investment Advisors, LLC Pacer Fds Tr Wealthshield ETF Put Options Transaction History

Concurrent Investment Advisors, LLC

$3.39 Trillion
Q3 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding PWS

# of Institutions

21

Shares Held

311K

Call Options Held

0

Put Options Held

0

Susquehanna International Group, LLP Bala Cynwyd, PA

45K
Shares

$1.41 Million
0.0% of portfolio
Org Partners LLC Roanoke, IN

43.4K
Shares

$1.35 Million
0.23% of portfolio
Imprint Wealth LLC Mount Pleasant, SC

30.5K
Shares

$953,576
0.22% of portfolio
Wealth Shield Partners, LLC Cary, NC

27.8K
Shares

$868,225
0.12% of portfolio
Org Wealth Partners, LLC Dallas, TX

20.7K
Shares

$645,992
0.22% of portfolio

About PACER FDS TR WEALTHSHIELD ETF

Ticker PWS
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Concurrent Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Concurrent Investment Advisors, LLC with notifications on news.