Concurrent Investment Advisors, LLC Msci Eafe Growth ETF Transaction History
Concurrent Investment Advisors, LLC
- $3.39 Trillion
- Q3 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 20,267 shares of EFG stock, worth $2 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
20,267
Previous 19,527
3.79%
Holding current value
$2 Million
Previous $2 Billion
9.22%
% of portfolio
0.06%
Previous 0.07%
Shares
4 transactions
Others Institutions Holding EFG
# of Institutions
981Shares Held
137MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc25.2MShares$2.49 Billion0.9% of portfolio
-
Jones Financial Companies Lllp7.69MShares$761 Million0.85% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.28MShares$621 Million0.31% of portfolio
-
Jpmorgan Chase & CO New York, NY5.93MShares$586 Million0.05% of portfolio
-
Axiom Advisory, LLC San Diego, CA5.42MShares$536 Million5.34% of portfolio