Concentric Wealth Management, LLC Invesco Exchange Traded Fd Tr Call Options Transaction History
Concentric Wealth Management, LLC
- $473 Million
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
---|---|---|---|---|---|
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
Others Institutions Holding PYZ
# of Institutions
35Shares Held
184KCall Options Held
0Put Options Held
0-
Goldman Sachs Group Inc New York, NY54.2KShares$4.81 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC21.2KShares$1.89 Million0.0% of portfolio
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Morgan Stanley New York, NY20.8KShares$1.85 Million0.0% of portfolio
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Mai Capital Management10.1KShares$897,7890.01% of portfolio
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Envestnet Asset Management Inc8.98KShares$798,3210.0% of portfolio