A detailed history of Concurrent Investment Advisors, LLC transactions in Discover Financial Services stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 3,678 shares of DFS stock, worth $636,882. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,678
Previous 3,461 6.27%
Holding current value
$636,882
Previous $453 Million 13.98%
% of portfolio
0.02%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024

BUY
$123.41 - $144.72 $26,779 - $31,404
217 Added 6.27%
3,678 $516 Million
Q2 2024

Jul 30, 2024

BUY
$119.57 - $130.81 $413,831 - $452,733
3,461 New
3,461 $453 Million

Others Institutions Holding DFS

About Discover Financial Services


  • Ticker DFS
  • Exchange NYSE
  • Sector Financial Services
  • Industry Credit Services
  • Shares Outstandng 273,225,984
  • Market Cap $47.3B
  • Description
  • Discover Financial Services, through its subsidiaries, provides digital banking products and services, and payment services in the United States. It operates in two segments, Digital Banking and Payment Services. The Digital Banking segment offers Discover-branded credit cards to individuals; private student loans, personal loans, home loans, an...
More about DFS
Track This Portfolio

Track Concurrent Investment Advisors, LLC Portfolio

Follow Concurrent Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Concurrent Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Concurrent Investment Advisors, LLC with notifications on news.