Concurrent Investment Advisors, LLC Msci Eafe Growth ETF Transaction History
Concurrent Investment Advisors, LLC
- $5.83 Trillion
- Q3 2025
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 9,876 shares of EFG stock, worth $1.14 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
9,876
              Previous 16,295
              
        
           39.39%
        
      
          
        Holding current value
$1.14 Million
            Previous $1.82 Billion
            
        
           38.37%
        
      
          
        % of portfolio
0.02%
            Previous 0.04%
          
        Shares
	  8 transactions
	
  Others Institutions Holding EFG
# of Institutions
1,115Shares Held
108MCall Options Held
100Put Options Held
0- 
    
      Envestnet Asset Management Inc16.9MShares$1.96 Billion0.58% of portfolio
- 
    
      Lpl Financial LLC Fort Mill, SC6.07MShares$704 Million0.24% of portfolio
- 
    
      Axiom Advisory, LLC San Diego, CA5.42MShares$629 Million5.34% of portfolio
- 
    
      Jpmorgan Chase & CO New York, NY4.87MShares$565 Million0.04% of portfolio
- 
    
      Jones Financial Companies Lllp4.66MShares$540 Million0.4% of portfolio