Concurrent Investment Advisors, LLC Ishares Tr Transaction History
Concurrent Investment Advisors, LLC
- $5.17 Trillion
- Q2 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 12,699 shares of EMB stock, worth $1.21 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
12,699
Previous 8,726
45.53%
Holding current value
$1.21 Million
Previous $790 Million
48.8%
% of portfolio
0.02%
Previous 0.02%
Shares
7 transactions
Others Institutions Holding EMB
# of Institutions
977Shares Held
140MCall Options Held
3.88MPut Options Held
14M-
Wells Fargo & Company San Francisco, CA18MShares$1.72 Billion0.36% of portfolio
-
Proficio Capital Partners LLC Newton, MA8.64MShares$824 Million3.97% of portfolio
-
Betterment LLC New York, NY7.89MShares$753 Million1.56% of portfolio
-
Jones Financial Companies Lllp7.79MShares$743 Million0.55% of portfolio
-
Jpmorgan Chase & CO New York, NY6.52MShares$622 Million0.05% of portfolio