Concurrent Investment Advisors, LLC Ishares Short Term National Mu Transaction History
Concurrent Investment Advisors, LLC
- $3.04 Trillion
- Q2 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 2,705 shares of SUB stock, worth $286,757. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,705
Previous 3,659
26.07%
Holding current value
$286,757
Previous $383 Million
26.18%
% of portfolio
0.01%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding SUB
# of Institutions
812Shares Held
68.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.99MShares$741 Million0.07% of portfolio
-
Envestnet Asset Management Inc6.19MShares$656 Million0.23% of portfolio
-
Mercer Global Advisors Inc Denver, CO6.04MShares$640 Million1.6% of portfolio
-
Morgan Stanley New York, NY3.6MShares$382 Million0.03% of portfolio
-
Sei Investments CO Oaks, PA2.52MShares$267 Million0.38% of portfolio