Concurrent Investment Advisors, LLC First Tr Fd Dow Jones Transaction History
Concurrent Investment Advisors, LLC
- $2.48 Trillion
- Q1 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 7,270 shares of FDN stock, worth $1.53 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
7,270
Previous 6,213
17.01%
Holding current value
$1.53 Million
Previous $1.16 Billion
28.64%
% of portfolio
0.06%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding FDN
# of Institutions
541Shares Held
18.7MCall Options Held
82.1KPut Options Held
9.1K-
First Trust Advisors LP Wheaton, IL3.85MShares$810 Million0.82% of portfolio
-
Morgan Stanley New York, NY1.61MShares$338 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA1.11MShares$234 Million0.06% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa1.05MShares$220 Million0.1% of portfolio
-
Global Assets Advisory, LLC Orlando, FL872KShares$183 Million0.19% of portfolio