Concurrent Investment Advisors, LLC First Tr Exc Trd Fd Viii Ft Cb Transaction History
Concurrent Investment Advisors, LLC
- $2.48 Trillion
- Q1 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in First Tr Exc Trd Fd Viii Ft Cb stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 43,386 shares of BUFD stock, worth $1.06 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
43,386
Previous 32,532
33.36%
Holding current value
$1.06 Million
Previous $738 Million
38.59%
% of portfolio
0.04%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding BUFD
# of Institutions
131Shares Held
28.6MCall Options Held
0Put Options Held
0-
Gw Henssler & Associates LTD4.06MShares$99.4 Million5.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.62MShares$88.6 Million0.05% of portfolio
-
Envestnet Asset Management Inc2.77MShares$67.8 Million0.02% of portfolio
-
Centennial Wealth Advisory LLC2.06MShares$50.3 Million22.64% of portfolio
-
Capital Asset Advisory Services LLC Haslett, MI889KShares$21.8 Million1.19% of portfolio