Concurrent Investment Advisors, LLC First Tr ETF Iii Instl Pfd Sec Transaction History

Concurrent Investment Advisors, LLC

  • $3.71 Trillion
  • Q4 2024

A detailed history of Concurrent Investment Advisors, LLC transactions in First Tr ETF Iii Instl Pfd Sec stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 15,630 shares of FPEI stock, worth $291,655. This represents 0.01% of its overall portfolio holdings.

Number of Shares
15,630
Previous 15,575 0.35%
Holding current value
$291,655
Previous $297 Million 1.59%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 03, 2025
BUY
$18.62 - $19.05 $1,024 - $1,047
55 Added 0.35%
15,630 $292 Million
Q3 2024

Oct 30, 2024
SELL
$18.36 - $19.08 $295,651 - $307,245
-16,103 Reduced 50.83%
15,575 $297 Million
Q2 2024

Jul 30, 2024
BUY
$17.91 - $18.43 $48,983 - $50,406
2,735 Added 9.45%
31,678 $582 Million
Q1 2024

May 07, 2024
BUY
$17.7 - $18.26 $210,364 - $217,020
11,885 Added 69.67%
28,943 $527 Million
Q4 2023

Apr 15, 2024
BUY
$16.46 - $17.9 $280,774 - $305,338
17,058 New
17,058 $304 Million

Others Institutions Holding FPEI

# of Institutions
191
Shares Held
65.7M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR ETF III INSTL PFD SEC

FPEI Quotes by TradingView
  • Ticker FPEI
  • Sector ETFs
  • Industry ETFs
More about FPEI
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