Concurrent Investment Advisors, LLC Msci Eafe Growth ETF Transaction History
Concurrent Investment Advisors, LLC
- $3.04 Trillion
- Q2 2024
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 19,527 shares of EFG stock, worth $2.07 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
19,527
Previous 12,128
61.01%
Holding current value
$2.07 Million
Previous $1.26 Billion
58.7%
% of portfolio
0.07%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding EFG
# of Institutions
938Shares Held
137MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc26.6MShares$2.82 Billion0.97% of portfolio
-
Jones Financial Companies Lllp7.47MShares$792 Million0.88% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.6MShares$700 Million0.34% of portfolio
-
Jpmorgan Chase & CO New York, NY6.16MShares$653 Million0.06% of portfolio
-
Axiom Advisory, LLC San Diego, CA4.97MShares$527 Million5.5% of portfolio