Concurrent Investment Advisors, LLC Vanguard Mega Cap Value 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 |
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Others Institutions Holding MGV
# of Institutions
412Shares Held
46.2MCall Options Held
400Put Options Held
600-
Assetmark, Inc13.4MShares$1.71 Billion4.96% of portfolio
-
Bank Of America Corp Charlotte, NC3.75MShares$478 Million0.04% of portfolio
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Morgan Stanley New York, NY2.56MShares$326 Million0.02% of portfolio
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Lincoln National Corp1.93MShares$246 Million7.96% of portfolio
-
Ubs Group Ag1.8MShares$229 Million0.05% of portfolio