Concurrent Investment Advisors, LLC First Tr Morningstar Dividend Transaction History
Concurrent Investment Advisors, LLC
- $2.48 Trillion
- Q1 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 107,637 shares of FDL stock, worth $4.05 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
107,637
Previous 114,073
5.64%
Holding current value
$4.05 Million
Previous $4.09 Billion
1.2%
% of portfolio
0.17%
Previous 0.19%
Shares
2 transactions
Others Institutions Holding FDL
# of Institutions
378Shares Held
57.9MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC8.26MShares$311 Million0.17% of portfolio
-
Morgan Stanley New York, NY6.63MShares$250 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA2.34MShares$88.1 Million0.02% of portfolio
-
Cetera Investment Advisers Schaumburg, IL2.08MShares$78.2 Million0.19% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.81MShares$68.2 Million0.02% of portfolio