Concurrent Investment Advisors, LLC First Tr ETF Viii Tcw Opportun Transaction History

Concurrent Investment Advisors, LLC

  • $3.71 Trillion
  • Q4 2024

A detailed history of Concurrent Investment Advisors, LLC transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 72,993 shares of FIXD stock, worth $3.16 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
72,993
Previous 84,172 13.28%
Holding current value
$3.16 Million
Previous $3.81 Billion 17.63%
% of portfolio
0.08%
Previous 0.11%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 03, 2025
SELL
$42.84 - $45.38 $478,908 - $507,303
-11,179 Reduced 13.28%
72,993 $3.14 Billion
Q3 2024

Oct 30, 2024
BUY
$42.87 - $45.76 $810,843 - $865,504
18,914 Added 28.98%
84,172 $3.81 Billion
Q2 2024

Jul 30, 2024
SELL
$42.01 - $43.6 $5.46 Million - $5.67 Million
-129,983 Reduced 66.58%
65,258 $2.81 Billion
Q1 2024

May 07, 2024
BUY
$43.25 - $44.65 $84,034 - $86,754
1,943 Added 1.01%
195,241 $8.51 Billion
Q4 2023

Apr 15, 2024
BUY
$40.92 - $44.8 $7.91 Million - $8.66 Million
193,298 New
193,298 $8.62 Billion

Others Institutions Holding FIXD

# of Institutions
372
Shares Held
95.8M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR ETF VIII TCW OPPORTUN

FIXD Quotes by TradingView
  • Ticker FIXD
  • Sector ETFs
  • Industry ETFs
More about FIXD
Track This Portfolio

Track Concurrent Investment Advisors, LLC Portfolio

Follow Concurrent Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Concurrent Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Concurrent Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email