Concurrent Investment Advisors, LLC First Tr Enhanced Traded Fd Iv Transaction History

Concurrent Investment Advisors, LLC

  • $3.39 Trillion
  • Q3 2024

A detailed history of Concurrent Investment Advisors, LLC transactions in First Tr Enhanced Traded Fd Iv stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 14,492 shares of FTSM stock, worth $867,346. This represents 0.03% of its overall portfolio holdings.

Number of Shares
14,492
Previous 18,231 20.51%
Holding current value
$867,346
Previous $1.09 Billion 20.15%
% of portfolio
0.03%
Previous 0.04%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024
SELL
$59.61 - $60.15 $222,881 - $224,900
-3,739 Reduced 20.51%
14,492 $868 Million
Q2 2024

Jul 30, 2024
BUY
$59.55 - $59.81 $371,830 - $373,453
6,244 Added 52.09%
18,231 $1.09 Billion
Q1 2024

May 07, 2024
SELL
$59.62 - $59.91 $336,495 - $338,132
-5,644 Reduced 32.01%
11,987 $715 Million
Q4 2023

Apr 15, 2024
BUY
$59.43 - $59.85 $1.05 Million - $1.06 Million
17,631 New
17,631 $1.05 Billion

Others Institutions Holding FTSM

# of Institutions
420
Shares Held
83.4M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR ENHANCED TRADED FD IV

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