Concurrent Investment Advisors, LLC Ishares U.S. Consumer Staples Transaction History
Concurrent Investment Advisors, LLC
- $3.71 Trillion
- Q4 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares U.S. Consumer Staples stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 7,944 shares of IYK stock, worth $527,163. This represents 0.01% of its overall portfolio holdings.
Number of Shares
7,944Holding current value
$527,163% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding IYK
# of Institutions
245Shares Held
9.64MCall Options Held
0Put Options Held
0-
Pgim Custom Harvest LLC Newark, NJ1.47MShares$97.6 Million2.12% of portfolio
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Lpl Financial LLC Fort Mill, SC847KShares$56.2 Million0.03% of portfolio
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Morgan Stanley New York, NY847KShares$56.2 Million0.0% of portfolio
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Ameriprise Financial Inc Minneapolis, MN786KShares$52.1 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC538KShares$35.7 Million0.0% of portfolio