Concurrent Investment Advisors, LLC Ishares Tr U S Utils ETF Transaction History
Concurrent Investment Advisors, LLC
- $3.71 Trillion
- Q4 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Tr U S Utils ETF stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 50,212 shares of IDU stock, worth $5.08 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
50,212
Previous 46,656
7.62%
Holding current value
$5.08 Million
Previous $4.76 Billion
1.49%
% of portfolio
0.13%
Previous 0.14%
Shares
3 transactions
Others Institutions Holding IDU
# of Institutions
295Shares Held
6.76MCall Options Held
0Put Options Held
0-
Destination Wealth Management622KShares$62.9 Million1.89% of portfolio
-
Morgan Stanley New York, NY571KShares$57.8 Million0.0% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ459KShares$46.4 Million0.87% of portfolio
-
Bank Of America Corp Charlotte, NC402KShares$40.7 Million0.0% of portfolio
-
Royal Bank Of Canada Toronto, A6247KShares$25 Million0.0% of portfolio