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

Concurrent Investment Advisors, LLC

  • $3.71 Trillion
  • Q4 2024

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 16,974 shares of FTA stock, worth $1.31 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
16,974
Previous 18,271 7.1%
Holding current value
$1.31 Million
Previous $1.45 Billion 10.24%
% of portfolio
0.03%
Previous 0.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
219
Shares Held
11.2M
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
Track This Portfolio

Track Concurrent Investment Advisors, LLC Portfolio

Follow Concurrent Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Concurrent Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Concurrent Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email