Concurrent Investment Advisors, LLC First Tr Exc Trd Fd Viii Ft Cb Transaction History
Concurrent Investment Advisors, LLC
- $3.71 Trillion
- Q4 2024
Shares
2 transactions
Others Institutions Holding BUFD
# of Institutions
172Shares Held
39.5MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC6.25MShares$151 Million0.07% of portfolio
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Gw Henssler & Associates LTD4.01MShares$96.7 Million6.23% of portfolio
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Envestnet Asset Management Inc3.27MShares$78.9 Million0.03% of portfolio
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Legacy Financial Group LLC1.92MShares$46.2 Million8.4% of portfolio
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Centennial Wealth Advisory LLC1.78MShares$43 Million17.04% of portfolio