Concurrent Investment Advisors, LLC First Tr Large Cap Core Alphde Transaction History

Concurrent Investment Advisors, LLC

  • $5.17 Trillion
  • Q2 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in First Tr Large Cap Core Alphde stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 2,286 shares of FEX stock, worth $265,998. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,286
Previous 1,986 15.11%
Holding current value
$265,998
Previous $203 Million 23.53%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 25, 2025
BUY
$90.17 - $109.96 $27,051 - $32,988
300 Added 15.11%
2,286 $251 Million
Q3 2024

Oct 30, 2024
BUY
$94.21 - $104.17 $187,101 - $206,881
1,986 New
1,986 $207 Million

Others Institutions Holding FEX

# of Institutions
233
Shares Held
7.91M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR LARGE CAP CORE ALPHDE

FEX Quotes by TradingView
  • Ticker FEX
  • Sector ETFs
  • Industry ETFs
More about FEX
Track This Portfolio

Track Concurrent Investment Advisors, LLC Portfolio

Follow Concurrent Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Concurrent Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Concurrent Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email