Concurrent Investment Advisors, LLC First Trust Capital Strength E Transaction History
Concurrent Investment Advisors, LLC
- $3.71 Trillion
- Q4 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 369,836 shares of FTCS stock, worth $33.2 Million. This represents 0.87% of its overall portfolio holdings.
Number of Shares
369,836
Previous 348,993
5.97%
Holding current value
$33.2 Million
Previous $31.7 Billion
2.49%
% of portfolio
0.87%
Previous 0.94%
Shares
5 transactions
Others Institutions Holding FTCS
# of Institutions
536Shares Held
65.2MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC7.37MShares$661 Million0.31% of portfolio
-
Morgan Stanley New York, NY6.41MShares$574 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL5.63MShares$504 Million0.19% of portfolio
-
Wells Fargo & Company San Francisco, CA3.54MShares$318 Million0.07% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL3.29MShares$295 Million0.41% of portfolio