Concurrent Investment Advisors, LLC First Tr Enhanced Traded Fd Iv Transaction History
Concurrent Investment Advisors, LLC
- $2.48 Trillion
- Q1 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in First Tr Enhanced Traded Fd Iv stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 11,987 shares of FTSM stock, worth $715,623. This represents 0.03% of its overall portfolio holdings.
Number of Shares
11,987
Previous 17,631
32.01%
Holding current value
$715,623
Previous $1.05 Billion
32.06%
% of portfolio
0.03%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding FTSM
# of Institutions
413Shares Held
88.7MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY13.3MShares$793 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA8.18MShares$488 Million0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.04MShares$480 Million0.26% of portfolio
-
Ubs Group Ag4.05MShares$242 Million0.06% of portfolio
-
Bank Of America Corp Charlotte, NC3.11MShares$185 Million0.02% of portfolio