Concurrent Investment Advisors, LLC Ishares 0 5 Year Investment Gr Transaction History
Concurrent Investment Advisors, LLC
- $3.39 Trillion
- Q3 2024
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 9,281 shares of SLQD stock, worth $464,142. This represents 0.01% of its overall portfolio holdings.
Number of Shares
9,281
Previous 8,903
4.25%
Holding current value
$464,142
Previous $438 Million
6.74%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding SLQD
# of Institutions
250Shares Held
28.5MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.21MShares$110 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.83MShares$91.7 Million0.02% of portfolio
-
Life Planning Partners, Inc1.45MShares$72.5 Million0.53% of portfolio
-
Ubs Group Ag1.22MShares$61 Million0.01% of portfolio
-
Lji Wealth Management, LLC Indianapolis, IN1.07MShares$53.7 Million10.53% of portfolio