Concurrent Investment Advisors, LLC First Tr Exchange Trded Fd Vi Transaction History
Concurrent Investment Advisors, LLC
- $4.12 Trillion
- Q1 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in First Tr Exchange Trded Fd Vi stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 33,079 shares of FID stock, worth $612,953. This represents 0.01% of its overall portfolio holdings.
Number of Shares
33,079
Previous 28,310
16.85%
Holding current value
$612,953
Previous $461 Million
23.81%
% of portfolio
0.01%
Previous 0.01%
Shares
6 transactions
Others Institutions Holding FID
# of Institutions
67Shares Held
4.08MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC807KShares$15 Million0.01% of portfolio
-
Wagner Wealth Management, LLC Greenville, SC662KShares$12.3 Million3.68% of portfolio
-
Envestnet Asset Management Inc238KShares$4.41 Million0.0% of portfolio
-
Entruity Wealth, LLC Bakersfield, CA233KShares$4.31 Million3.78% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL233KShares$4.31 Million0.0% of portfolio