Concurrent Investment Advisors, LLC Fidelity High Dividend ETF Transaction History
Concurrent Investment Advisors, LLC
- $3.04 Trillion
- Q2 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Fidelity High Dividend ETF stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 17,679 shares of FDVV stock, worth $890,137. This represents 0.03% of its overall portfolio holdings.
Number of Shares
17,679
Previous 22,384
21.02%
Holding current value
$890,137
Previous $1.01 Billion
18.46%
% of portfolio
0.03%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding FDVV
# of Institutions
245Shares Held
20.3MCall Options Held
6.9KPut Options Held
0-
Commonwealth Equity Services, LLC2.48MShares$125 Million0.18% of portfolio
-
Morgan Stanley New York, NY1.33MShares$66.9 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC1.13MShares$56.9 Million0.0% of portfolio
-
Envestnet Asset Management Inc1.02MShares$51.4 Million0.02% of portfolio
-
Kestra Advisory Services, LLC683KShares$34.4 Million0.18% of portfolio