Concurrent Investment Advisors, LLC First Tr Large Cap Value Transaction History

Concurrent Investment Advisors, LLC

  • $4.12 Trillion
  • Q1 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in First Tr Large Cap Value stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 16,499 shares of FTA stock, worth $1.26 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
16,499
Previous 16,974 2.8%
Holding current value
$1.26 Million
Previous $1.3 Billion 2.47%
% of portfolio
0.03%
Previous 0.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 29, 2025
SELL
$74.42 - $80.34 $35,349 - $38,161
-475 Reduced 2.8%
16,499 $1.27 Billion
Q4 2024

Feb 03, 2025
SELL
$75.21 - $83.49 $97,547 - $108,286
-1,297 Reduced 7.1%
16,974 $1.3 Billion
Q3 2024

Oct 30, 2024
BUY
$72.76 - $79.13 $107,175 - $116,558
1,473 Added 8.77%
18,271 $1.45 Billion
Q2 2024

Jul 30, 2024
BUY
$72.36 - $76.0 $48,625 - $51,072
672 Added 4.17%
16,798 $1.24 Billion
Q1 2024

May 07, 2024
BUY
$69.01 - $76.38 $449,117 - $497,081
6,508 Added 67.66%
16,126 $1.23 Billion
Q4 2023

Apr 15, 2024
BUY
$61.6 - $71.44 $592,468 - $687,109
9,618 New
9,618 $681 Million

Others Institutions Holding FTA

# of Institutions
218
Shares Held
11.1M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR LARGE CAP VALUE

FTA Quotes by TradingView
  • Ticker FTA
  • Sector ETFs
  • Industry ETFs
More about FTA
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