Concurrent Investment Advisors, LLC Columbia ETF Tr I Diversified Transaction History
Concurrent Investment Advisors, LLC
- $3.39 Trillion
- Q3 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Columbia ETF Tr I Diversified stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 16,701 shares of DIAL stock, worth $297,277. This represents 0.01% of its overall portfolio holdings.
Number of Shares
16,701
Previous 16,701
-0.0%
Holding current value
$297,277
Previous $295 Million
4.75%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding DIAL
# of Institutions
57Shares Held
14MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN6.52MShares$116 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC1.12MShares$19.9 Million0.0% of portfolio
-
Pine Valley Investments LTD Liability CO Marlton, NJ1.11MShares$19.8 Million1.24% of portfolio
-
Morgan Stanley New York, NY995KShares$17.7 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC685KShares$12.2 Million0.01% of portfolio