Concurrent Investment Advisors, LLC First Tr Large Cap Core Alphde Transaction History
Concurrent Investment Advisors, LLC
- $5.17 Trillion
- Q2 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 2,286 shares of FEX stock, worth $265,998. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2,286
Previous 1,986
15.11%
Holding current value
$265,998
Previous $203 Million
23.53%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding FEX
# of Institutions
233Shares Held
7.91MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.16MShares$135 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC986KShares$115 Million0.04% of portfolio
-
Janney Montgomery Scott LLC523KShares$60.9 Million0.15% of portfolio
-
Wells Fargo & Company San Francisco, CA507KShares$59 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL279KShares$32.5 Million0.01% of portfolio