Concurrent Investment Advisors, LLC First Trust Capital Strength E Transaction History
Concurrent Investment Advisors, LLC
- $3.04 Trillion
- Q2 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in First Trust Capital Strength E stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 293,851 shares of FTCS stock, worth $26.6 Million. This represents 0.81% of its overall portfolio holdings.
Number of Shares
293,851
Previous 285,903
2.78%
Holding current value
$26.6 Million
Previous $24.5 Billion
0.85%
% of portfolio
0.81%
Previous 0.99%
Shares
3 transactions
Others Institutions Holding FTCS
# of Institutions
489Shares Held
62.6MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC7.56MShares$685 Million0.32% of portfolio
-
Morgan Stanley New York, NY6.69MShares$606 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA3.66MShares$332 Million0.08% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL3.41MShares$309 Million0.41% of portfolio
-
Raymond James & Associates St Petersburg, FL2.64MShares$239 Million0.15% of portfolio