Concurrent Investment Advisors, LLC Msci Eafe Growth ETF Transaction History
Concurrent Investment Advisors, LLC
- $4.12 Trillion
- Q1 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 13,834 shares of EFG stock, worth $1.53 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
13,834
Previous 18,412
24.86%
Holding current value
$1.53 Million
Previous $1.78 Billion
22.41%
% of portfolio
0.03%
Previous 0.05%
Shares
6 transactions
Others Institutions Holding EFG
# of Institutions
1,089Shares Held
120MCall Options Held
100Put Options Held
77-
Envestnet Asset Management Inc16.8MShares$1.86 Billion0.56% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.75MShares$636 Million0.23% of portfolio
-
Axiom Advisory, LLC San Diego, CA5.42MShares$600 Million5.34% of portfolio
-
Jones Financial Companies Lllp5.3MShares$586 Million0.48% of portfolio
-
Jpmorgan Chase & CO New York, NY4.87MShares$539 Million0.04% of portfolio