Concurrent Investment Advisors, LLC First Trust Mid Cap Growth Alp Transaction History
Concurrent Investment Advisors, LLC
- $3.71 Trillion
- Q4 2024
Shares
1 transactions
Others Institutions Holding FNY
# of Institutions
108Shares Held
3.53MCall Options Held
3.1KPut Options Held
0-
Wells Fargo & Company San Francisco, CA625KShares$00.0% of portfolio
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Lpl Financial LLC Fort Mill, SC509KShares$00.0% of portfolio
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Morgan Stanley New York, NY334KShares$00.0% of portfolio
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New Edge Advisors, LLC New Orleans, LA213KShares$00.0% of portfolio
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Raymond James Financial Inc St. Petersburg, FL177KShares$00.0% of portfolio