Concurrent Investment Advisors, LLC First Tr ETF Fd Iv First Tr Lo Transaction History
Concurrent Investment Advisors, LLC
- $5.83 Trillion
- Q3 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 824,883 shares of LMBS stock, worth $41.3 Million. This represents 0.7% of its overall portfolio holdings.
Number of Shares
824,883
Previous 775,525
6.36%
Holding current value
$41.3 Million
Previous $38.2 Billion
7.51%
% of portfolio
0.7%
Previous 0.74%
Shares
8 transactions
Others Institutions Holding LMBS
# of Institutions
467Shares Held
86MCall Options Held
6.7KPut Options Held
0-
Morgan Stanley New York, NY13.4MShares$673 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.5MShares$528 Million0.18% of portfolio
-
Wells Fargo & Company San Francisco, CA5.18MShares$259 Million0.05% of portfolio
-
Ubs Group Ag4.96MShares$248 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.6MShares$180 Million0.06% of portfolio