Concurrent Investment Advisors, LLC First Tr ETF Viii Tcw Unconstr Transaction History
Concurrent Investment Advisors, LLC
- $3.39 Trillion
- Q3 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 16,985 shares of UCON stock, worth $418,850. This represents 0.01% of its overall portfolio holdings.
Number of Shares
16,985
Previous 13,154
29.12%
Holding current value
$418,850
Previous $322 Million
32.71%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding UCON
# of Institutions
269Shares Held
102MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC10.3MShares$254 Million0.12% of portfolio
-
Ubs Group Ag7.87MShares$194 Million0.04% of portfolio
-
Morgan Stanley New York, NY7.2MShares$177 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.85MShares$95 Million0.01% of portfolio
-
Harbour Investments, Inc. Madison, WI3.44MShares$84.8 Million2.75% of portfolio