Concurrent Investment Advisors, LLC First Tr Ex Trd Viii Cboe Vest Call Options Transaction History
Concurrent Investment Advisors, LLC
- $3.71 Trillion
- Q4 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
---|
Others Institutions Holding DJUN
# of Institutions
96Shares Held
2.12MCall Options Held
0Put Options Held
0-
Kestra Advisory Services, LLC200KShares$8.9 Million0.05% of portfolio
-
Commonwealth Equity Services, LLC123KShares$5.48 Million0.01% of portfolio
-
Hickory Asset Management, Inc. Concord, OH73.2KShares$3.25 Million2.69% of portfolio
-
Per Stirling Capital Management, Llc. Austin, TX71.2KShares$3.16 Million0.44% of portfolio
-
Signal Advisors Wealth, LLC Detroit, MI70.7KShares$3.14 Million0.35% of portfolio