Concurrent Investment Advisors, LLC First Tr Pfd Secs & Income ETF Transaction History
Concurrent Investment Advisors, LLC
- $3.39 Trillion
- Q3 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 440,652 shares of FPE stock, worth $7.87 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
440,652
Previous 424,838
3.72%
Holding current value
$7.87 Million
Previous $7.38 Billion
8.14%
% of portfolio
0.24%
Previous 0.24%
Shares
4 transactions
Others Institutions Holding FPE
# of Institutions
438Shares Held
190MCall Options Held
0Put Options Held
10K-
Morgan Stanley New York, NY47.1MShares$842 Million0.06% of portfolio
-
Royal Bank Of Canada Toronto, A616.4MShares$293 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA11.7MShares$209 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.8MShares$194 Million0.1% of portfolio
-
Ubs Group Ag10.7MShares$192 Million0.05% of portfolio