Concurrent Investment Advisors, LLC Ishares 0 5 Year Investment Gr Transaction History
Concurrent Investment Advisors, LLC
- $4.12 Trillion
- Q1 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares 0 5 Year Investment Gr stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 9,246 shares of SLQD stock, worth $464,519. This represents 0.01% of its overall portfolio holdings.
Number of Shares
9,246
Previous 9,468
2.34%
Holding current value
$464,519
Previous $471 Million
1.28%
% of portfolio
0.01%
Previous 0.01%
Shares
6 transactions
Others Institutions Holding SLQD
# of Institutions
261Shares Held
29.9MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.3MShares$115 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.14MShares$57.4 Million0.02% of portfolio
-
Lji Wealth Management, LLC Indianapolis, IN1.1MShares$55.5 Million11.06% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.1MShares$55.4 Million0.02% of portfolio
-
Ubs Group Ag1.08MShares$54.4 Million0.01% of portfolio