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Institutional Investment Manager
Concert Wealth Management Inc.
Concert Wealth Management Inc. (CIK: 0001456534) incorporated in California, located at 1900 The Alameda, San Jose, CA. Institutional holdings reported to the SEC.
Institutional Holdings (2016Q3)
Portfolio Summary: 1,063 holdings with a total value of $822,956,000.
#
Name
Shares
Value ($)
%
Options
Notes
1051 DISNEY WALT CO 100 0 0.00% Call
1052 UNITEDHEALTH GROUP INC 100 0 0.00% Call
1053 INTEL CORP 2,500 0 0.00% Call
1054 ISHARES TR 200 0 0.00% Call
1055 STARBUCKS CORP 2,500 0 0.00% Call
1056 POTASH CORP SASK INC 1,900 0 0.00% Call
1057 SPDR DOW JONES INDL AVRG ETF 200 0 0.00% Put
1058 INTERNATIONAL BUSINESS MACHS 100 0 0.00% Call
1059 ISHARES NORTH AMERICAN NATURAL RESOURCES ETF 80 0 0.00%
1060 ISHARES TR 400 0 0.00% Put
1061 WELLS FARGO & CO NEW 100 0 0.00% Call
1062 ISHARES TR 557 0 0.00%
1063 PROSHARES TR 5,000 0 0.00% Call
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001085146-16-004576, filed 2016.10.27).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.