Concurrent Investment Advisors, LLC First Tr Exchange Trded Fd Vi Transaction History
Concurrent Investment Advisors, LLC
- $3.04 Trillion
- Q2 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in First Tr Exchange Trded Fd Vi stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 34,248 shares of FID stock, worth $605,504. This represents 0.02% of its overall portfolio holdings.
Number of Shares
34,248
Previous 33,986
0.77%
Holding current value
$605,504
Previous $542 Million
0.68%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding FID
# of Institutions
59Shares Held
3.2MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC627KShares$11.1 Million0.01% of portfolio
-
Wagner Wealth Management, LLC Greenville, SC546KShares$9.65 Million3.34% of portfolio
-
Envestnet Asset Management Inc251KShares$4.45 Million0.0% of portfolio
-
Raymond James & Associates St Petersburg, FL211KShares$3.74 Million0.0% of portfolio
-
Hobart Private Capital, LLC Charlotte, NC140KShares$2.47 Million0.62% of portfolio