Concurrent Investment Advisors, LLC First Tr Et Fd Iii Short Durat Transaction History
Concurrent Investment Advisors, LLC
- $3.04 Trillion
- Q2 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in First Tr Et Fd Iii Short Durat stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 25,933 shares of FSMB stock, worth $518,919. This represents 0.02% of its overall portfolio holdings.
Number of Shares
25,933
Previous 16,044
61.64%
Holding current value
$518,919
Previous $318 Million
61.11%
% of portfolio
0.02%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding FSMB
# of Institutions
123Shares Held
17.5MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY4.7MShares$94 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.24MShares$24.8 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.17MShares$23.4 Million0.03% of portfolio
-
High Tower Advisors, LLC Chicago, IL709KShares$14.2 Million0.02% of portfolio
-
Rmr Wealth Builders642KShares$12.9 Million1.46% of portfolio