Concurrent Investment Advisors, LLC Pacer Fds Tr Trendpliot 100 Et Transaction History
Concurrent Investment Advisors, LLC
- $3.04 Trillion
- Q2 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Pacer Fds Tr Trendpliot 100 Et stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 28,711 shares of PTNQ stock, worth $2.09 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
28,711
Previous 28,528
0.64%
Holding current value
$2.09 Million
Previous $1.96 Billion
5.64%
% of portfolio
0.07%
Previous 0.08%
Shares
3 transactions
Others Institutions Holding PTNQ
# of Institutions
139Shares Held
10.3MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.33MShares$96.7 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.27MShares$92.7 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC1.16MShares$84.7 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA701KShares$51 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL462KShares$33.6 Million0.05% of portfolio