Concurrent Investment Advisors, LLC Ishares Tr Us Broker Dealers & Transaction History
Concurrent Investment Advisors, LLC
- $3.39 Trillion
- Q3 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Tr Us Broker Dealers & stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 14,504 shares of IAI stock, worth $2.2 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
14,504
Previous 14,196
2.17%
Holding current value
$2.2 Million
Previous $1.66 Billion
12.34%
% of portfolio
0.06%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding IAI
# of Institutions
161Shares Held
9.03MCall Options Held
5.4KPut Options Held
300-
Envestnet Asset Management Inc1.26MShares$191 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC1.17MShares$178 Million0.01% of portfolio
-
Raymond James & Associates St Petersburg, FL880KShares$134 Million0.07% of portfolio
-
Janney Montgomery Scott LLC822KShares$125 Million0.29% of portfolio
-
Truist Financial Corp783KShares$119 Million0.16% of portfolio