Concurrent Investment Advisors, LLC First Trust Nasdaq Technology Transaction History

Concurrent Investment Advisors, LLC

  • $3.39 Trillion
  • Q3 2024

A detailed history of Concurrent Investment Advisors, LLC transactions in First Trust Nasdaq Technology stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 16,839 shares of TDIV stock, worth $1.34 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
16,839
Previous 15,080 11.66%
Holding current value
$1.34 Million
Previous $1.14 Billion 18.52%
% of portfolio
0.04%
Previous 0.04%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024
BUY
$70.51 - $81.07 $124,027 - $142,602
1,759 Added 11.66%
16,839 $1.35 Billion
Q2 2024

Jul 30, 2024
BUY
$65.21 - $77.8 $295,792 - $352,900
4,536 Added 43.02%
15,080 $1.14 Billion
Q1 2024

May 07, 2024
SELL
$61.89 - $70.93 $71,854 - $82,349
-1,161 Reduced 9.92%
10,544 $735 Million
Q4 2023

Apr 15, 2024
BUY
$53.99 - $64.39 $631,952 - $753,684
11,705 New
11,705 $750 Million

Others Institutions Holding TDIV

# of Institutions
341
Shares Held
20.8M
Call Options Held
7.9K
Put Options Held
0
View Full List

About FIRST TRUST NASDAQ TECHNOLOGY

TDIV Quotes by TradingView
  • Ticker TDIV
  • Sector ETFs
  • Industry ETFs
More about TDIV
Track This Portfolio

Track Concurrent Investment Advisors, LLC Portfolio

Follow Concurrent Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Concurrent Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Concurrent Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email