Concurrent Investment Advisors, LLC Ishares Tr Transaction History
Concurrent Investment Advisors, LLC
- $3.71 Trillion
- Q4 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 15,316 shares of IMTB stock, worth $659,200. This represents 0.02% of its overall portfolio holdings.
Number of Shares
15,316
Previous 11,841
29.35%
Holding current value
$659,200
Previous $527 Million
23.3%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding IMTB
# of Institutions
51Shares Held
3.55MCall Options Held
0Put Options Held
0-
Mariner, LLC Overland Park, KS1.15MShares$49.4 Million0.08% of portfolio
-
Fin Trust Capital Advisors, LLC505KShares$21.7 Million3.9% of portfolio
-
Destination Wealth Management435KShares$18.7 Million0.58% of portfolio
-
Octavia Wealth Advisors, LLC216KShares$9.31 Million1.12% of portfolio
-
Bank Of America Corp Charlotte, NC207KShares$8.92 Million0.0% of portfolio