Concurrent Investment Advisors, LLC Angel Oak Fds Tr Income Etf(De Transaction History
Concurrent Investment Advisors, LLC
- $4.12 Trillion
- Q1 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in Angel Oak Fds Tr Income Etf(De stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 15,511 shares of CARY stock, worth $0. This represents 0.01% of its overall portfolio holdings.
Number of Shares
15,511
Previous 15,255
1.68%
Holding current value
$0
Previous $314 Million
2.52%
% of portfolio
0.01%
Previous 0.01%
Shares
6 transactions
Others Institutions Holding CARY
# of Institutions
59Shares Held
15.7MCall Options Held
0Put Options Held
0-
Arkadios Wealth Advisors2.25MShares$00.0% of portfolio
-
Advocacy Wealth Management Services, LLC1.92MShares$00.0% of portfolio
-
Wells Fargo & Company San Francisco, CA1.69MShares$00.0% of portfolio
-
Channel Wealth LLC Santa Barbara, CA1.21MShares$07.79% of portfolio
-
Executive Wealth Management, LLC1.03MShares$00.0% of portfolio