Concurrent Investment Advisors, LLC Franklin Templeton ETF Trfrank Transaction History
Concurrent Investment Advisors, LLC
- $4.12 Trillion
- Q1 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in Franklin Templeton ETF Trfrank stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 300,737 shares of FLGV stock, worth $6.2 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
300,737
Previous 223,224
34.72%
Holding current value
$6.2 Million
Previous $4.49 Billion
37.7%
% of portfolio
0.15%
Previous 0.12%
Shares
5 transactions
Others Institutions Holding FLGV
# of Institutions
35Shares Held
39.7MCall Options Held
0Put Options Held
0-
Franklin Resources Inc San Mateo, CA33.8MShares$697 Million0.2% of portfolio
-
Janney Montgomery Scott LLC1.95MShares$40.3 Million0.11% of portfolio
-
Total Investment Management Inc Scottsdale, AZ747KShares$15.4 Million2.12% of portfolio
-
Congress Wealth Management LLC Boston, MA616KShares$12.7 Million0.18% of portfolio
-
First Heartland Consultants, Inc.477KShares$9.83 Million1.12% of portfolio