Concurrent Investment Advisors, LLC First Tr Exchange Traded Fd Iv Transaction History

Concurrent Investment Advisors, LLC

  • $3.71 Trillion
  • Q4 2024

A detailed history of Concurrent Investment Advisors, LLC transactions in First Tr Exchange Traded Fd Iv stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 149,275 shares of FCVT stock, worth $5.64 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
149,275
Previous 79,562 87.62%
Holding current value
$5.64 Million
Previous $2.84 Billion 93.35%
% of portfolio
0.15%
Previous 0.08%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 03, 2025
BUY
$35.35 - $38.58 $2.46 Million - $2.69 Million
69,713 Added 87.62%
149,275 $5.49 Billion
Q3 2024

Oct 30, 2024
SELL
$32.66 - $35.7 $2.53 Million - $2.77 Million
-77,479 Reduced 49.34%
79,562 $2.84 Billion
Q2 2024

Jul 30, 2024
BUY
$32.5 - $34.07 $5.1 Million - $5.35 Million
157,041 New
157,041 $5.32 Billion

Others Institutions Holding FCVT

# of Institutions
51
Shares Held
1.64M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR EXCHANGE TRADED FD IV

FCVT Quotes by TradingView
  • Ticker FCVT
  • Sector ETFs
  • Industry ETFs
More about FCVT
Track This Portfolio

Track Concurrent Investment Advisors, LLC Portfolio

Follow Concurrent Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Concurrent Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Concurrent Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email