Concurrent Investment Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History
Concurrent Investment Advisors, LLC
- $5.17 Trillion
- Q2 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 14,516 shares of RDIV stock, worth $705,042. This represents 0.01% of its overall portfolio holdings.
Number of Shares
14,516Holding current value
$705,042% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding RDIV
# of Institutions
134Shares Held
6.46MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.02MShares$49.8 Million0.0% of portfolio
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Heartwood Wealth Advisors LLC711KShares$34.5 Million3.74% of portfolio
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Bank Of America Corp Charlotte, NC541KShares$26.3 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC517KShares$25.1 Million0.01% of portfolio
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Wells Fargo & Company San Francisco, CA325KShares$15.8 Million0.0% of portfolio