Concurrent Investment Advisors, LLC Blackrock ETF Tr U S Equity Fa 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 |
|---|
Others Institutions Holding DYNF
# of Institutions
408Shares Held
221MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc64.1MShares$3.25 Billion1.07% of portfolio
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Lpl Financial LLC Fort Mill, SC17.4MShares$882 Million0.42% of portfolio
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Jpmorgan Chase & CO New York, NY13.2MShares$666 Million0.05% of portfolio
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Envestnet Portfolio Solutions, Inc. Berwyn, PA9.63MShares$488 Million1.73% of portfolio
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Cwm, LLC8.85MShares$448 Million1.88% of portfolio