Concurrent Investment Advisors, LLC First Tr Large Cap Core Alphde Transaction History
Concurrent Investment Advisors, LLC
- $4.12 Trillion
- Q1 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in First Tr Large Cap Core Alphde stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 1,986 shares of FEX stock, worth $211,429. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,986
Previous 1,986
-0.0%
Holding current value
$211,429
Previous $207 Million
1.76%
% of portfolio
0.0%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding FEX
# of Institutions
224Shares Held
8.22MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.18MShares$126 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC973KShares$104 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA534KShares$56.8 Million0.01% of portfolio
-
Janney Montgomery Scott LLC516KShares$55 Million0.15% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL297KShares$31.6 Million0.01% of portfolio