Concurrent Investment Advisors, LLC First Tr ETF Iii Instl Pfd Sec Transaction History
Concurrent Investment Advisors, LLC
- $3.39 Trillion
- Q3 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in First Tr ETF Iii Instl Pfd Sec stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 15,575 shares of FPEI stock, worth $291,564. This represents 0.01% of its overall portfolio holdings.
Number of Shares
15,575
Previous 31,678
50.83%
Holding current value
$291,564
Previous $582 Million
48.96%
% of portfolio
0.01%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding FPEI
# of Institutions
168Shares Held
59.3MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY15MShares$281 Million0.02% of portfolio
-
Ubs Group Ag7.95MShares$149 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC4.95MShares$92.6 Million0.01% of portfolio
-
Royal Bank Of Canada Toronto, A62.93MShares$54.9 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.88MShares$53.9 Million0.03% of portfolio