Concurrent Investment Advisors, LLC Angel Oak Fds Tr Income Etf(De Transaction History
Concurrent Investment Advisors, LLC
- $3.71 Trillion
- Q4 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Angel Oak Fds Tr Income Etf(De stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 15,255 shares of CARY stock, worth $0. This represents 0.01% of its overall portfolio holdings.
Number of Shares
15,255
Previous 15,316
0.4%
Holding current value
$0
Previous $325 Million
3.22%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding CARY
# of Institutions
47Shares Held
12.6MCall Options Held
0Put Options Held
0-
Arkadios Wealth Advisors2.23MShares$00.0% of portfolio
-
Advocacy Wealth Management Services, LLC1.86MShares$00.0% of portfolio
-
Channel Wealth LLC Santa Barbara, CA1.18MShares$07.94% of portfolio
-
Executive Wealth Management, LLC1MShares$00.0% of portfolio
-
Congress Wealth Management LLC Boston, MA761KShares$00.0% of portfolio