Concurrent Investment Advisors, LLC First Tr Pfd Secs & Income ETF Transaction History
Concurrent Investment Advisors, LLC
- $3.04 Trillion
- Q2 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 424,838 shares of FPE stock, worth $7.72 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
424,838
Previous 262,331
61.95%
Holding current value
$7.72 Million
Previous $4.54 Billion
62.32%
% of portfolio
0.24%
Previous 0.18%
Shares
3 transactions
Others Institutions Holding FPE
# of Institutions
430Shares Held
188MCall Options Held
0Put Options Held
10K-
Morgan Stanley New York, NY47.1MShares$857 Million0.06% of portfolio
-
Royal Bank Of Canada Toronto, A616.4MShares$298 Million0.07% of portfolio
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Wells Fargo & Company San Francisco, CA11.7MShares$212 Million0.05% of portfolio
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Lpl Financial LLC Fort Mill, SC10.8MShares$197 Million0.1% of portfolio
-
Ubs Group Ag10.7MShares$195 Million0.05% of portfolio