Concurrent Investment Advisors, LLC Msci Eafe Growth ETF Transaction History
Concurrent Investment Advisors, LLC
- $5.83 Trillion
- Q3 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 9,876 shares of EFG stock, worth $1.14 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
9,876
Previous 16,295
39.39%
Holding current value
$1.14 Million
Previous $1.82 Billion
38.37%
% of portfolio
0.02%
Previous 0.04%
Shares
8 transactions
Others Institutions Holding EFG
# of Institutions
1,109Shares Held
110MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc16.9MShares$1.96 Billion0.58% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.07MShares$704 Million0.24% of portfolio
-
Axiom Advisory, LLC San Diego, CA5.42MShares$629 Million5.34% of portfolio
-
Jpmorgan Chase & CO New York, NY4.87MShares$565 Million0.04% of portfolio
-
Jones Financial Companies Lllp4.66MShares$540 Million0.4% of portfolio