Concurrent Investment Advisors, LLC First Tr ETF Iii Instl Pfd Sec Transaction History
Concurrent Investment Advisors, LLC
- $3.04 Trillion
- Q2 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 31,678 shares of FPEI stock, worth $602,198. This represents 0.02% of its overall portfolio holdings.
Number of Shares
31,678
Previous 28,943
9.45%
Holding current value
$602,198
Previous $527 Million
10.35%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding FPEI
# of Institutions
169Shares Held
51.7MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY11.6MShares$221 Million0.02% of portfolio
-
Ubs Group Ag7.37MShares$140 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC4.52MShares$86 Million0.01% of portfolio
-
Royal Bank Of Canada Toronto, A63.08MShares$58.6 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.84MShares$53.9 Million0.03% of portfolio