Concurrent Investment Advisors, LLC First Trust Small Cap Growth A Transaction History
Concurrent Investment Advisors, LLC
- $3.04 Trillion
- Q2 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in First Trust Small Cap Growth A stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 79,573 shares of FYC stock, worth $5.85 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
79,573
Previous 78,765
1.03%
Holding current value
$5.85 Million
Previous $5.17 Billion
1.33%
% of portfolio
0.17%
Previous 0.21%
Shares
3 transactions
Others Institutions Holding FYC
# of Institutions
85Shares Held
2.79MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC471KShares$34.6 Million0.02% of portfolio
-
First Trust Advisors LP Wheaton, IL271KShares$19.9 Million0.02% of portfolio
-
J Arnold Wealth Management CO Youngstown, OH209KShares$15.4 Million4.52% of portfolio
-
Royal Bank Of Canada Toronto, A6170KShares$12.5 Million0.0% of portfolio
-
Morgan Stanley New York, NY168KShares$12.3 Million0.0% of portfolio