Concurrent Investment Advisors, LLC Blackrock ETF Tr U S Equity Fa Transaction History
Concurrent Investment Advisors, LLC
- $3.71 Trillion
- Q4 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Blackrock ETF Tr U S Equity Fa stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 107,139 shares of DYNF stock, worth $5.3 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
107,139
Previous 104,936
2.1%
Holding current value
$5.3 Million
Previous $5.19 Billion
5.77%
% of portfolio
0.15%
Previous 0.15%
Shares
4 transactions
Others Institutions Holding DYNF
# of Institutions
524Shares Held
272MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc65MShares$3.22 Billion1.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC25.1MShares$1.24 Billion0.54% of portfolio
-
Jpmorgan Chase & CO New York, NY17.5MShares$864 Million0.07% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA9.72MShares$481 Million1.79% of portfolio
-
Cwm, LLC8.42MShares$417 Million1.79% of portfolio