Concurrent Investment Advisors, LLC First Tr Exchange Trded Fd Vi Transaction History
Concurrent Investment Advisors, LLC
- $3.39 Trillion
- Q3 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 30,056 shares of FID stock, worth $508,547. This represents 0.02% of its overall portfolio holdings.
Number of Shares
30,056
Previous 34,248
12.24%
Holding current value
$508,547
Previous $538 Million
1.97%
% of portfolio
0.02%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding FID
# of Institutions
57Shares Held
3.28MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC715KShares$12.1 Million0.01% of portfolio
-
Wagner Wealth Management, LLC Greenville, SC582KShares$9.85 Million3.6% of portfolio
-
Envestnet Asset Management Inc226KShares$3.83 Million0.0% of portfolio
-
Raymond James & Associates St Petersburg, FL211KShares$3.57 Million0.0% of portfolio
-
Hobart Private Capital, LLC Charlotte, NC158KShares$2.67 Million0.71% of portfolio