Concurrent Investment Advisors, LLC Columbia ETF Tr I Diversified Transaction History
Concurrent Investment Advisors, LLC
- $3.71 Trillion
- Q4 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Columbia ETF Tr I Diversified stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 16,701 shares of DIAL stock, worth $299,782. This represents 0.01% of its overall portfolio holdings.
Number of Shares
16,701
Previous 16,701
-0.0%
Holding current value
$299,782
Previous $309 Million
5.14%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding DIAL
# of Institutions
54Shares Held
14.2MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN6.83MShares$123 Million0.03% of portfolio
-
Pine Valley Investments LTD Liability CO Marlton, NJ1.28MShares$23 Million1.34% of portfolio
-
Morgan Stanley New York, NY1.06MShares$18.9 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC914KShares$16.4 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC853KShares$15.3 Million0.0% of portfolio