Concurrent Investment Advisors, LLC First Tr Ex Trd Viii Cboe Vest Transaction History
Concurrent Investment Advisors, LLC
- $5.83 Trillion
- Q3 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in First Tr Ex Trd Viii Cboe Vest stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 61,018 shares of DJUN stock, worth $2.83 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
61,018
Previous 88,315
30.91%
Holding current value
$2.83 Million
Previous $3.98 Billion
28.64%
% of portfolio
0.05%
Previous 0.08%
Shares
5 transactions
Others Institutions Holding DJUN
# of Institutions
98Shares Held
2.13MCall Options Held
0Put Options Held
0-
Kestra Advisory Services, LLC218KShares$10.1 Million0.05% of portfolio
-
Commonwealth Equity Services, LLC99.5KShares$4.62 Million0.01% of portfolio
-
Reap Financial Group, LLC Austin, TX95.4KShares$4.43 Million1.01% of portfolio
-
Armis Advisers, LLC Atlanta, GA88.3KShares$4.1 Million0.31% of portfolio
-
1 St Source Bank83.4KShares$3.87 Million0.21% of portfolio