Concurrent Investment Advisors, LLC First Tr Value Line Divid Inde Transaction History
Concurrent Investment Advisors, LLC
- $2.48 Trillion
- Q1 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 169,905 shares of FVD stock, worth $6.89 Million. This represents 0.29% of its overall portfolio holdings.
Number of Shares
169,905
Previous 138,816
22.4%
Holding current value
$6.89 Million
Previous $5.63 Billion
27.43%
% of portfolio
0.29%
Previous 0.27%
Shares
2 transactions
Others Institutions Holding FVD
# of Institutions
560Shares Held
155MCall Options Held
5.2KPut Options Held
0-
Morgan Stanley New York, NY24.2MShares$981 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC20MShares$811 Million0.46% of portfolio
-
Wells Fargo & Company San Francisco, CA7.77MShares$315 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC7.54MShares$306 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.91MShares$240 Million0.07% of portfolio