Concurrent Investment Advisors, LLC First Tr Ex Trd Viii Cboe Vest 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 DJUN
# of Institutions
85Shares Held
2.02MCall Options Held
0Put Options Held
0-
Kestra Advisory Services, LLC191KShares$8.18 Million0.04% of portfolio
-
Commonwealth Equity Services, LLC128KShares$5.49 Million0.01% of portfolio
-
Sequent Planning LLC Omaha, NE108KShares$4.65 Million1.52% of portfolio
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Harbour Investments, Inc. Madison, WI80.9KShares$3.47 Million0.12% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ80.6KShares$3.46 Million0.01% of portfolio