Concurrent Investment Advisors, LLC First Trust Capital Strength E Transaction History
Concurrent Investment Advisors, LLC
- $3.39 Trillion
- Q3 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in First Trust Capital Strength E stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 348,993 shares of FTCS stock, worth $31.1 Million. This represents 0.94% of its overall portfolio holdings.
Number of Shares
348,993
Previous 293,851
18.77%
Holding current value
$31.1 Million
Previous $24.7 Billion
28.32%
% of portfolio
0.94%
Previous 0.81%
Shares
4 transactions
Others Institutions Holding FTCS
# of Institutions
500Shares Held
64.7MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC7.56MShares$675 Million0.32% of portfolio
-
Morgan Stanley New York, NY6.69MShares$597 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA3.66MShares$327 Million0.08% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL3.29MShares$293 Million0.41% of portfolio
-
International Assets Investment Management, LLC Orlando, FL3.12MShares$279 Million0.09% of portfolio