Concurrent Investment Advisors, LLC Amplify ETF Tr Trnsformational Transaction History
Concurrent Investment Advisors, LLC
- $5.83 Trillion
- Q3 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in Amplify ETF Tr Trnsformational stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 585,440 shares of BLOK stock, worth $42.9 Million. This represents 0.67% of its overall portfolio holdings.
Number of Shares
585,440
              Previous 215,107
              
        
           172.16%
        
      
          
        Holding current value
$42.9 Million
            Previous $12.3 Billion
            
        
           219.48%
        
      
          
        % of portfolio
0.67%
            Previous 0.24%
          
        Shares
	  2 transactions
	
  Others Institutions Holding BLOK
# of Institutions
267Shares Held
7.02MCall Options Held
145KPut Options Held
57.7K- 
    
      Morgan Stanley New York, NY1.22MShares$89.2 Million0.0% of portfolio
- 
    
      Lpl Financial LLC Fort Mill, SC681KShares$49.9 Million0.01% of portfolio
- 
    
      Gradient Investments LLC427KShares$31.3 Million0.61% of portfolio
- 
    
      Wells Fargo & Company San Francisco, CA357KShares$26.1 Million0.0% of portfolio
- 
    
      Mml Investors Services, LLC Springfield, MA184KShares$13.5 Million0.03% of portfolio