Concurrent Investment Advisors, LLC First Tr Morningstar Dividend Transaction History
Concurrent Investment Advisors, LLC
- $3.04 Trillion
- Q2 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 105,394 shares of FDL stock, worth $4.4 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
105,394
Previous 107,637
2.08%
Holding current value
$4.4 Million
Previous $4.14 Billion
3.48%
% of portfolio
0.13%
Previous 0.17%
Shares
3 transactions
Others Institutions Holding FDL
# of Institutions
373Shares Held
56.7MCall Options Held
800Put Options Held
0-
Lpl Financial LLC Fort Mill, SC7.89MShares$329 Million0.15% of portfolio
-
Morgan Stanley New York, NY6.54MShares$273 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.34MShares$97.8 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA2.27MShares$95 Million0.02% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.94MShares$81.1 Million0.11% of portfolio