Concurrent Investment Advisors, LLC First Trust Europe Alphadex Fu Transaction History
Concurrent Investment Advisors, LLC
- $4.12 Trillion
- Q1 2025
Shares
5 transactions
Others Institutions Holding FEP
# of Institutions
105Shares Held
3.81MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY564KShares$26.8 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC350KShares$16.6 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA315KShares$15 Million0.0% of portfolio
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Envestnet Asset Management Inc303KShares$14.4 Million0.0% of portfolio
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Wealth Enhancement Advisory Services, LLC267KShares$12.7 Million0.02% of portfolio