Concurrent Investment Advisors, LLC First Tr Et Fd Iii Short Durat Transaction History
Concurrent Investment Advisors, LLC
- $3.39 Trillion
- Q3 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in First Tr Et Fd Iii Short Durat stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 40,716 shares of FSMB stock, worth $806,991. This represents 0.02% of its overall portfolio holdings.
Number of Shares
40,716
Previous 25,933
57.0%
Holding current value
$806,991
Previous $513 Million
58.91%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding FSMB
# of Institutions
125Shares Held
16.3MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.38MShares$66.9 Million0.0% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.37MShares$27.1 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.18MShares$23.4 Million0.01% of portfolio
-
High Tower Advisors, LLC Chicago, IL727KShares$14.4 Million0.02% of portfolio
-
Rmr Wealth Builders706KShares$14 Million1.5% of portfolio