Concurrent Investment Advisors, LLC First Tr Exchange Trded Fd Vi Transaction History
Concurrent Investment Advisors, LLC
- $2.48 Trillion
- Q1 2024
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 33,986 shares of FID stock, worth $534,259. This represents 0.02% of its overall portfolio holdings.
Number of Shares
33,986
Previous 36,000
5.59%
Holding current value
$534,259
Previous $580 Million
6.59%
% of portfolio
0.02%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding FID
# of Institutions
58Shares Held
3.38MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC636KShares$9.99 Million0.01% of portfolio
-
Wagner Wealth Management, LLC Greenville, SC519KShares$8.15 Million3.26% of portfolio
-
Envestnet Asset Management Inc236KShares$3.71 Million0.0% of portfolio
-
Raymond James & Associates St Petersburg, FL209KShares$3.28 Million0.0% of portfolio
-
Old Mission Capital LLC178KShares$2.8 Million0.07% of portfolio